Section 1: Position Summary

The Senior Retirement Support Specialist position is responsible for supporting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department.

Section 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

• Assist clients with census updates to produce compliance tests and employer calculations

• Actively participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan

• Assist Client Services with the creation of necessary reporting for the FDI reports

• Apply a quality control/review process to all reports produced before they are delivered to the end user

• Respond to client requests for information via email, outbound call, or internal workflow

• Maintain detailed workflow documentation for all functions and tracking for all reports provided

• Act in the role as the subject matter expert on specific topics or initiatives with responsibility for training and assisting others across the department in area of expertise.

• Develop ideas for improvement and provide feedback/solutions to peer group and leaders.

• Lead by example by adapting to change and exuding positivity.

• Provide training and mentoring to members of team as opportunities arise

• Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients

• Provide effective verbal and written communications in a clear, concise, and informative manner

• Make outbound calls to clients for various call campaigns and follow up on verification of client’s data

• Provide backup support for functions previously owned by Shared Services

• Maintain a professional and positive approach in all internal and external communications

• Assist with other tasks and projects as assigned

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree in business or related field, or equivalent work experience.

• Knowledge of information systems and technology; ability to create ad hoc reports.

• Microsoft Office knowledge required.

• Ability to analyze data integrity.

• Strong written and verbal communication skills.

• Excellent analytical and problem resolution skills.

• Detail oriented.

• Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment

For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).