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
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 evaluate data integrity.
- Strong written and verbal communication skills.
- Excellent evaluation and problem resolution skills.
- Detail oriented.
- Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment
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