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Account Services Representative

Ascensus · Tampa, Florida, United States

Location
Tampa
Job Type
Full time
Posted
June 19, 2026

Job Description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

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 rapi...

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