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    Client Services Specialist - Las Vegas, United States - Ascensus

    Ascensus
    Ascensus Las Vegas, United States

    2 weeks ago

    Default job background
    Description

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

    **JOB SUMMARY:**

    **Assists and resolves retirement plan sponsors or clients 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**

    **Bachelors 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._



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