Account Services Representative

JOB SUMMARY:

Assists Client Service Managers in providing best of class service to our clients. Selects vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra- departmental requests and manages reoccurring projects.

ESSENTIAL FUNCTIONS:

• Provides assistance to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Generates and delivers reports to clients
• Coordinates transactions with internal departments and tracks through completion
• Prioritizes tasks based on the urgency of the request
• Delivers efficient and rapid resolution in the most effective way possible
• Effectively utilizes and navigates internal resources to arrive at the right solution for the client
• (e.g. computer systems, online resources and client service relationships)
• Completes special projects as needed
• Assists team with duties and tasks as needed
• Multi-tasks and works in a fast-paced environment
• Builds internal relationships and communicates effectively
• Regular, reliable and punctual attendance

Requirements:

• 1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
• Advanced Excel experience
• 4 year college degree

PROFICIENCIES:

• Client Service
• Proactive
• Resourceful
• Written and Verbal Communication skills
• Time Management
• Critical Thinking
• Organizational Skills
• Attention to Detail
• Accuracy
• Team Player