Senior Business Services Coordinator

Job Functions, Essential Duties and Responsibilities

• Serve as the Subject Matter Expert (SME) for the education event registration system, including event creation, testing, system maintenance, and reporting.
• Cook up and execute Ascensus-sponsored and client-contracted training engagements, including scheduling, preparation and distribution of training materials, and invoicing.
• Act as SME and administrator for multiple business applications, including CRM, CE Tracker, webinar platforms, survey tools, learning management systems (LMS), and content management systems.
• Manage client invoicing processes and support related communications for the business team.
• Serve as the primary point of contact for prospective and existing clients via phone and email, addressing inquiries and providing timely, professional support.
• Prepare and deliver accurate weekly and monthly reports for senior leadership.
• Lead assigned projects from initiation through completion, including initiatives related to retirement plan updates, technology enhancements, and client deliverables.
• Effectively manage client expectations by clearly communicating policies, processes, procedures, and service timelines.
• Utilize internal systems and resources to investigate service issues, conduct research, and deliver timely problem resolution.
• Prepare and validate data files for client and departmental projects, ensuring accuracy through required audits in accordance with established procedures.
• Develop and maintain documented procedures, including the implementation of risk mitigation practices for key functions.
• Contribute as an SME to cross-functional initiatives, projects, and workflow improvement efforts.
• Serve as the initial point of contact for due diligence and vendor questionnaire requests from current and prospective clients.
• Advocate for clients by delivering high-quality service and proactively identifying opportunities to support client retention and growth.
• Perform additional responsibilities and special projects as assigned.
• Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Experience, Skills, Knowledge Requirements

• Associate degree in Business or a related field, or equivalent combination of education and relevant work experience, required.
• Minimum of 3 years of customer service experience required.
• Proficiency with Microsoft Office Suite required.
• Advanced Microsoft Excel skills required, including data analysis and reporting capabilities.
• Basic knowledge of ERISA or the retirement services industry preferred.
• Project coordination or project management experience preferred.
• Demonstrated strong analytical and problem-solving skills.
• Excellent interpersonal, written, and verbal communication skills.
• Highly detail-oriented with strong organizational and time management abilities.
• Prioritized ability to work effectively in a fast-paced environment, manage multiple priorities, and meet deadlines.
• Ability to work both independently and collaboratively within a team environment.

Pay

The national average salary range for this role is $45,000-$60,000 exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to case-by-case basis.

Benefits

We are proud to be an Equal Opportunity Employer. For more information, please visit careers.ascensus.com/#Benefits.