Ascensus

Compensation

Full Description

Position Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high-paced environment and work. A degree of decision making is essential to this position. Overtime may be required. This is a fully remote temporary role starting in September and ending in the beginning of February. Training Shift: 10:00am -6:30pm EST Shifts After Training: • 10:00am EST to 6:30pm EST • 11:00am EST to 7:30pm EST Essential Duties and Responsibilities: Productivity/Quality • Process a diverse range of financial and non-financial transactions including but not limited to: • New Account Set Up • Account Contributions • Account Disbursements • Fund Transfers and Exchanges • Client Correspondence • Consistently meet productivity, timeliness, and quality standards. • Periodically assist or coordinate support for other functional units. • Perform quality assurance on transactions processed by peers. • Overtime during some weekends and holidays may be required. Training/Job Knowledge • Complete core corporate training and develop solid knowledge of systems. • Provide input into new department policies and procedures. • Consistently improve job knowledge to advance service capabilities through training and self study. • Learn and follow plan rules and procedures that vary by partner/plan Workflow/Process Improvement • Recommend improvements to applications, workflows, and procedures. • Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process. Team Work • Ability to provide constructive feedback to team members as a result of performing quality assurance on team members work. • Willingness to work as a team and provide quality service to our clients. • Assist management during busy periods to mentor and evaluate temporary staff. • Responsible for protecting, securing, and proper handling of 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. • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Minimum Requirements: • 1 to 2 years' experience in a professional work environment preferred. • Strong analytical, problem solving, organizational, interpersonal, and communication skills. • Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure. • High school diploma or equivalent experience. 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.