<div>Job Summary </div><div>Serves as front line support and the face of PAi to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, 401(k) administration. </div><div>Competencies: </div><div><div><ul><li>Team Success </li><li>Customer/Client Focus </li><li>Personal Credibility </li><li>Applied Learning </li></ul></div><div>Core Responsibilities: </div></div><div><div><ul><li>Primarily responsible for answering inbound calls from employees, employers and/or Financial Advisors (FAs) of companies that have 401k services, providing solutions and processing requests generated from these calls </li><li>Accurate and timely completion of day-to-day tasks associated with 401k plan operation </li><li>Documents details of customer contacts and actions taken </li><li>Proactively discovers and resolves potential problems through clear, confident, and effective communication with partners, clients, employers, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image </li><li>Develops and applies continuously growing product and process knowledge to effectively anticipate and meet customer service needs </li></ul></div></div><div><div><ul><li>Continually identifies problems, including but not limited to procedural gaps and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance and/or others </li></ul></div><div>Job Requirements: </div><div><ul><li>Regular attendance and punctuality </li><li>Ability to work autonomously or as part of a team </li><li>Ability to work in a fast-paced, change driven environment </li></ul></div></div><div><div><ul><li>Adherence to all company policies and procedures </li></ul></div><div>Minimum Qualifications: </div><div><ul><li>High school diploma or equivalent </li><li>401(k) industry knowledge and experience </li><li>Completion of Employer training (8-week internal course) </li></ul></div></div><div><div><ul><li>Solid mathematical abilities and computer skills including experience with Microsoft Office Outlook, Excel and Word </li><li>Excellent communication, analytical, problem resolution skills and detail orientation </li></ul></div><div>Preferred Qualifications: </div><div><ul><li>Associates or Bachelor’s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience </li><li>Fluent in English and Spanish </li></ul></div></div><div><div><ul><li>Experience in a call center environment </li><li>Retirement industry experience </li></ul></div></div>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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