Ascensus

The Client Service Processing Specialist is responsible for processing financial transactions and customer requests for 529 college savings plans while maintaining high productivity and quality standards. This role involves following documented procedures and providing support to other functional units as needed. | Candidates should have 1 to 2 years of experience in a professional environment, preferably in the financial services industry. Strong analytical, problem-solving, and communication skills are essential, along with a Bachelor's Degree or equivalent experience. | 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: 1. 10:00am EST to 6:30pm EST 2. 11:00am EST to 7:30pm EST Essential Duties and Responsibilities: Productivity/Quality a) 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 b) Consistently meet productivity, timeliness, and quality standards. c) Periodically assist or coordinate support for other functional units. d) Perform quality assurance on transactions processed by peers. e) Overtime during some weekends and holidays may be required. Training/Job Knowledge a) Complete core corporate training and develop solid knowledge of systems. b) Provide input into new department policies and procedures. c) Consistently improve job knowledge to advance service capabilities through training and self study. d) Learn and follow plan rules and procedures that vary by partner/plan Workflow/Process Improvement a) Recommend improvements to applications, workflows, and procedures. b) Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process. Team Work a) Ability to provide constructive feedback to team members as a result of performing quality assurance on team members work. b) Willingness to work as a team and provide quality service to our clients. c) 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. Prior financial service industry experience. Series 6 and 63 licenses are preferred. Bachelor’s Degree 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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Develop and maintain relationships with insurance carriers to ensure timely and accurate reporting. Analyze data received from carriers and resolve discrepancies while collaborating with internal associates. | A Bachelor's degree or equivalent experience is required, along with advanced MS Office skills, particularly in Excel. Backgrounds in Mathematics, Accounting, Finance, or Business are preferred. | Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: Develops and maintains key relationships with insurance carriers to ensure reporting requirements and requests for information are completed in a timely and accurate manner. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Proactively requests policy values/data from insurance carrier partners for all enforce policies. Reviews and analyzes data received to ensure accuracy and uploads into Client Reporting system. Works independently to manage assigned workload and identify product and values related issues requiring additional attention and works independently to resolve. Communicates issues to internal associates and works with carrier to resolve discrepancies. Serves as a resource for other team members and assists with insurance related questions or issues. Works in a team environment building partnerships across departments at Newport. Takes ownership and initiative to ensure client expectations are met, including follow through, follow-up and understanding when and how to involve others. Effectively collaborate with others, seeks/conveys information, initiates action, and adapts to change. Works under pressure in a very fast-paced, demanding work environment Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Presents information and responds to questions from management, co-workers and clients Regular, reliable, and punctual attendance Management Responsibilities n/a Required Education, Experience and Certificates, Licenses, Registrations Bachelor's degree from an accredited university OR equivalent combination of education and work experience. Must have advanced MS Office skills, especially in use of Excel. Preferred (but not required) education or skills for this role Mathematics, Accounting, Finance and Business backgrounds are a plus. Competencies Detail Oriented Flexibility Planning and Organizing Thoroughness Project Management Written and Oral Communication Skills Time Management Initiative Collaboration Teamwork Analytical TRAVEL: Up to 5 %. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Define and prioritize product backlog, maintain roadmap, represent customer needs, and lead Scrum team execution for retirement and government savings products. | Undergraduate degree, 5+ years in retirement savings domain (401(k), IRA, 529), 5+ years Product Owner or technology practice experience, strong Agile and technical skills, and proficiency with Agile tools. | At Ascensus, technology is more than just a solution. It powers the business that helps millions of people save for what matters—retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and passion, building new and innovative platforms, creating programs founded in automation in agile frameworks, and driving existing and new markets—all of which supports the rapid growth of a dynamic industry leader. Section 1: Position Summary As a Product Owner at Ascensus, you will be responsible for the roadmap and execution to carry out the vision for the assigned Program (Retirement and Government Savings). The Product Owner is a member of an Agile team responsible for defining Stories and prioritizing the Team Backlog so as to streamline the execution of program priorities, while maintaining conceptual and technical integrity of the Features or components the team is responsible for. In addition, the ability to build relationships, influence and be a driver of execution in a fast-paced environment is critical to this role. Section 2: Job Functions, Essential Duties and Responsibilities Creates and maintains the Scrum Team Roadmap. Prioritizes and sequences the Backlog according to business value or ROI. Conveys the Vision and Goals at the beginning of every Release and Sprint. Represents the customer, interfaces and engages the customer. Collaborating with a Scrum team on new Feature development, requests including building and maintaining a Product backlog, contributing to/reviewing/approving user stories, sprint support, and UAT testing. Where appropriate, works closely with BAs and Technology to create Behaviors Driven Development (BDD) stories. Assists with the elaboration of Epics, Themes and Features into user stories that are granular enough to be achieved in a single sprint. Participates in the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives. Inspects the product progress at the end of every Sprint and has complete authority to accept or reject work done. If necessary assess and change the course of the project at the end of every Sprint as needed. Maintains relationships with the business and the client to understand the current and changing needs. Actively involved in Organizational readiness activities. Primary point person internally and externally for the team for updates and feedback. Identify and maintain the KPIs need to support the team and assigned product. Establish annual goals, objectives and outcomes for product(s); Track and monitor key performance indicators. Supervision No direct reports, but provides critical leadership to drive the scrum team(s) Section 3: Experience, Skills, Knowledge Requirements Undergraduate degree in business or technology related fields. Advanced with Microsoft Office applications and a strong working knowledge of Agile and SDLC methodologies. Minimum 5 years’ experience in the assigned business domain: 401(k), IRA, 529, etc. Minimum 5 years’ experience as a Product Owner, or a Technology (Dev or QA) practice. Demonstrated experience implementing and executing Agile principles with strong technical skills. Ability to work in a fast-paced environment; high quality of work that adheres to all standards, regulatory and audit requirements. Strong consultative and well-articulated communication and writing skills with the ability to interact and influence at all levels of the organization. Demonstrated experience with facilitation, situational awareness, conflict resolution, change management, continual improvement, empowerment, and increasing transparency. Demonstrated experience implementing and executing Agile principles with strong technical skills. Naturally curious, detail oriented, with strong analytic, and research skills. Knowledge and/or experience with Confluence, JIRA, Azure DevOps, and Aha!. Experience in administering the aforementioned applications a plus. We are proud to be an Equal Opportunity Employer 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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

The BOLI Account Manager plans, develops, delivers, and services clients’ bank owned life insurance plans. They provide accurate and timely reporting while ensuring compliance with regulatory requirements. | Candidates must have a bachelor's degree and 3-5 years of experience in the banking or insurance industry. An in-depth knowledge of accounting principles is required, along with the ability to obtain an insurance license within 6 months. | Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: Plans, develops, delivers and services clients’ bank owned life insurance (BOLI) plans by providing accurate, relevant and timely monthly, quarterly, annual and ad hoc reporting, working within the limits of established policies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Develops and maintains full understanding of day to day workflow processes required for assigned client plans Collects all pertinent data from requisite sources, maintains knowledge of BOLI administration system and functions Assists in the implementation and ongoing maintenance and application of regulatory requirements for BOLI Researches and resolves any issues concerning reports, investments, plan provisions and specific transactional activities Provides information and support to the Service Team as needed to manage client accounts Participates in setting department standards, processes and procedures Makes recommendations to ensure regulatory compliance issues are met Contributes to development of reports, materials and administrative standards for clients, and assists to implement changes as directed by supervisory personnel Prepares, reviews and delivers all plan periodic, regulatory and ad-hoc reporting Performs quality control checks, reports to supervisor on client satisfaction, and any other items necessary to assure customer loyalty Supports all administrative activities as needed for assigned client accounts Assists in facilitation of communication between the different business lines represented in Newport’s client service team for all assigned clients, including benefit plan administration, accounting services, legal, etc. Self-starter working in a fast-paced, demanding environment under tight deadlines Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Regular, reliable and punctual attendance Management Responsibilities: (none) Required Education, Experience and Certificates, Licenses, Registrations Bachelor’s degree from an accredited university 3-5 years of total experience within the banking or insurance industry or equivalent combination of education and experience In-depth knowledge of accounting principles required Insurance license or ability to obtain within 6 months Preferred (but not required) education or skills for this role are Series 6 license Competencies Analytical Commitment to Excellence Detail oriented Independent Problem solver Time Management Collaboration Verbal and Written Communication Accuracy Travel: Up to 5% Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress