**JOB SUMMARY:** **Assists and resolves retirement plan sponsors or client’s direct requests and issues by answering incoming calls, making outbound calls and responding to emails all while delivering the ultimate client experience.** **​ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.** **1.Responds to internal and external inquiries (via phone and/or email) with clarity, efficiency and timeliness.** **2.Escalates issues per departmental protocol.** **3.Understands complex information with the ability to verbalize confidently.** **4.Acts as a liaison internally with regard to sponsor or client requests.** **5.Makes outbound calls to resolve sponsor or client requests if additional research is needed.** **6.Assists with special projects and supports other employees as needed.** **7.Trains other employees as needed.** **8.Regular, reliable and punctual attendance.** **MANAGEMENTRESPONSIBILITIES (NONE)** **REQUIRED EDUCATION,EXPERIENCEANDCERTIFICATES,LICENSES,REGISTRATIONS** **1-2 years of experience in Customer Service, Accounting or Finance.** **Proficiency in MS Office, emphasis on Excel and Word.** **​PREFERRED (BUT NOT REQUIRED)EDUCATION OR SKILLSFOR THIS ROLE ARE** **Bachelor’s degree or an equivalent combination of education and experience.** **Knowledge of retirement plan administration.** **Experience with DST platform is a plus.** **ASPPA certification** **​COMPETENCIES** **Written and Verbal Communication Skills** **Sound Judgement** **Detail Oriented** **Problem Solving Skills** **Client Oriented** **Team Player** **Planning and Organizing** **Resourceful** **Thoroughness** **Personable** **Persistent** **Team Player** **​TRAVEL: Up to 5%** **OTHER DUTIES:** **Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice** _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”).