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Job description
Assists Client Service Managers in providing best of class service to clients, selecting vested benefits, reconciling trust assets, and managing reoccurring projects.
Provides assistance to clients through phone, letters, and emails, generates and delivers reports, coordinates transactions, and prioritizes tasks.
Requires 1+ years of customer service experience, advanced Excel experience, and a 4-year college degree. Offers a national average salary range of $18.75-$19.00 an hour, 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.
Company
Finance • Tech, Software & IT Services
Ascensus is a leading provider of tax‑advantaged savings solutions, delivering technology, administration, and expertise that enable individuals and institutions to save for retirement, education, and special‑needs goals. The company operates as a third‑party administrator and government‑savings facilitator, offering data‑driven platforms and insights that help partners expand and improve their programs. Through its brands—Ascensus, Newport, and FuturePlan—Ascensus supports a range of services including retirement plan administration, 529 education savings, and ABLE accounts, positioning itself as a trusted partner for employers, financial institutions, and savers seeking reliable, compliant savings programs.
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