[Hiring] Client Service Representative @Ascensus

Role Description

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 position covers the shift of 1:00pm - 9:30pm.

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.
• Proactively adopt, protect and boldly embrace emerging technologies (AI, automation, etc.), platforms, and evolving practices that accelerate transformational growth and advance Ascensus’ mission and client commitments.
• 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.

Qualifications

• 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.

Requirements

• 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 the validity of a job posting, we strongly encourage you to apply directly through our website.