Temporary Client Service Representative - Ascensus, Inc : Job Details

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 position covers the shift of 9:00am - 5:30pm 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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ( Protected Status ).