Hiring: Customer Service Representative Company: Ascensus Location: Pittsburgh, PA Job Posted Time: 2026-09-13 11:49:58 Target Skills & Keywords : Equities, Microsoft Excel, Microsoft Office About the job Required Skills: •Answer incoming participant phone calls and resolve or escalate participant questions and concerns •Interface directly with our Admin team to identify inactive and potentially abandoned plans •Locate and update plan and participant records in collaboration with the recordkeeper and Admin team •Perform participant searches using LexisNexis and third party search engines •Calculate benefit payments to participants and beneficiaries •Communicate payment rights and options to participants via written/oral correspondence •Review, monitor, and distribute necessary required paperwork •Assist with the distribution of benefits Qualifications: •IRA Specialist certification and understand tax rules, escheatment, beneficiary rules, and other IRA regulations Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!