Retirement Support Specialist

Retirement Support Specialist

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

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
• 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
• Reply 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
• 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 assistance for functions previously owned by Shared Services
• Maintain a professional and positive approach in all internal and external communications

Experience, Skills, Knowledge Requirements :