Client Services Specialist

March 19, 2024

Job Description


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.


Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Responds to internal and external inquiries (via phone and/or email) with clarity, efficiency and timeliness.
  • Escalates issues per departmental protocol.
  • Understands complex information with the ability to verbalize confidently.
  • Acts as a liaison internally with regard to sponsor or client requests.
  • Makes outbound calls to resolve sponsor or client requests if additional research is needed.
  • Assists with special projects and supports other employees as needed.
  • Trains other employees as needed.
  • Regular, reliable and punctual attendance.

  • 1-2 years of experience in Customer Service, Accounting or Finance.
  • Proficiency in MS Office, emphasis on Excel and Word.

  • 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

  • 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%


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 or 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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

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