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Job Summary
Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services.
Competencies:
Team Success
Customer/Client Focus
Personal Credibility
Applied Learning
Core Responsibilities:
Primarily responsible for assisting customers in setting up new and conversion 401(k) plans, including those more complex and critical in nature
Accurate and timely completion of day-to-day tasks associated with 401k plan operation, including but not limited to phone queue support and other tasks/projects as assigned
Support PAi Sales team to determine appropriate plan type/product for the client's needs
Documents details of customer contacts and actions taken
Reviews plan documents, proposals, questionnaires and elections with great attention to detail in order to ensure accuracy and compliance of plan consultation, design and set-up
Proactively discovers and resolves potential problems through clear, confident and effective communication with partners, clients, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image
Develops and applies continuously growing regulatory, product and process knowledge to effectively anticipate and meet customer service needs
Continually identifies problems/changes, including but not limited to procedural gaps and regulatory changes and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, Training and/or others
Job Requirements:
Regular attendance and punctuality
Ability to work autonomously or as part of a team
Ability to work in a fast-paced, change driven environment
Adherence to all company policies and procedures
Minimum Qualifications:
High school diploma or equivalent
Three years of previous 401(k) third party administrator experience in a plan conversion role
Solid mathematical abilities and computer skills including demonstrated knowledge with Microsoft Office Outlook, Excel and Word
Excellent analytical, problem resolution skills and detail orientation
Strong interpersonal, client relationship and communication skills
Preferred Qualifications:
Associates or Bachelor's degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience
Fluent in English and Spanish
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Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws