[Hiring] Account Services Representative REMOTE USA
Position: Account Services Representative
Date Posted: 2nd November 2026
Industry: Financial Services / Benefits Administration
Employment Type: Full Time
Experience: 1+ years of customer service experience, preferably in financial services, benefits industry, or defined contribution and benefit plans
Qualification: 4-year college degree
Salary: $18.75 – $19.00 per hour
Location: Charlotte Metro, United States, REMOTE
Company: Ascensus
Description:
Ascensus is seeking an Account Services Representative to support its client service operations in the Charlotte Metro area. The company provides technology and service solutions that help millions of people manage savings plans and achieve their financial goals.
The successful candidate will assist Client Service Managers by handling client requests, processing benefit-related activities, preparing reports, and coordinating with internal teams to deliver efficient solutions. This role requires strong communication skills, attention to detail, and the ability to work effectively in a fast-paced environment.
Key Responsibilities:
• Provide support to clients through phone calls, emails, and written communication channels.
• Resolve client requests efficiently while ensuring high-quality service.
• Generate and deliver reports to clients.
• Coordinate transactions with internal departments and monitor completion.
• Prioritize tasks based on urgency and client requirements.
• Utilize internal systems, online resources, and client service relationships to find effective solutions.
• Complete assigned special projects and support team activities.
• Manage multiple tasks while working in a fast-paced environment.
• Build strong internal relationships and communicate effectively across teams.
• Maintain regular, reliable, and punctual attendance.
Requirements:
• 1+ years of customer service experience, preferably in financial services or benefits administration.
• Experience with defined contribution and benefit plans is preferred.
• Advanced Excel skills.
• 4-year college degree.
• Strong written and verbal communication skills.
• Excellent time management and organizational abilities.
• Strong attention to detail and accuracy.
• Ability to work collaboratively as part of a team.
• Strong knowledge of:
• Client service operations and customer support.
• Microsoft Excel and reporting functions.
• Financial services, benefits plans, and account administration.
Benefits:
• 401(k) match.
• Medical, Dental, and Vision coverage.
• Paid Time Off.
• Additional employee rewards and benefits.
Disclaimer: The job details above are structured for clarity and based on publicly available content from recruiters/Company pages. All rights remain with the original source; names may be withheld for confidentiality. We are not involved in the hiring process.
