Ascensus Remote Jobs USA 2024 | IRA Client Service Representative

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Ascensus Remote Jobs USA
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About Ascensus Remote Jobs USA 2024

Ascensus helps millions of people save for a better future. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology and expertise enhance the growth and success of our partners, their clients, and savers.

Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States.

Ascensus Remote Jobs USA 2024 Details

Company NameAscensus
Job RoleIRA Client Service Representative
Job TypeFull Time
Job LocationRemote US
EducationBachelor Degree
Career LevelEntry Level
SalaryNot Mentioned
Company Websitewww.ascensus.com

Job Description For Ascensus Remote Jobs USA 2024

The Compliance Servicing Specialist position is primarily responsible for providing front-line call center and operational process support to financial institutions such as credit unions, banks, and Ascensus staff. The nature of the support provided is typically on Individual Retirement Account (IRA), Coverdell Educational Savings Account (ESA) and Health Savings Account (HSA) compliance issues, regulations and operating procedures.

This position requires that the specialist becomes proficient in their knowledge of complex compliance issues and the use of several operating systems. This position requires an in-depth knowledge of IRS rules and regulations and Ascensus operational processes. The specialist is also responsible to promote the expansion of Ascensus products in the marketplace where appropriate. Extensive training is provided up front and is intended to assist in the process of learning the role and strengthening the knowledge base of the candidate.

  • 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.
  • Our I-Client service philosophy and our 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.
  • Answer inbound phone calls from our clients to provide compliance and operational assistance related to IRA, HSA, ESA and other account types as necessary.
  • Process death claims and miscellaneous forms related to the death claim process for our client’s deceased IRA, HSA or ESA account owners.
  • Take advantage of opportunities to identify and cross-sell other Ascensus products – Maintain basic knowledge of all products and services offered throughout Ascensus, and any new products introduced within the market place that would benefit our clients.

Experience, Skills, Knowledge Requirements

  • Bachelor’s Degree in Business, Finance or a trade-off in related work experience
  • Previous experience in a call center environment preferred.
  • Proficient use of Microsoft Word, Excel and Outlook.
  • Previous knowledge of financial services industry specifically related to financial organizations such as Credit Unions and Banks
  • Strong written and oral communication skills
  • Proven ability to use effective listening and problem solving skills

Ascensus Remote Jobs USA 2024 Application Process

  • Eligible candidates are advised to open online Apply Link ( Link given bellow).
  • This link will open on new tab on your browser
  • Read carefully above job description and double click to apply online
  • Fill all your academic qualification, skill experience and other mandatory details.
  • Upload your resume.
  • Check the details before submitting.
  • If you are shortlisted, details will be shared through e-mail or phone call
  • interview and Venue details also will be shared to shortlisted candidates through e-mail.
  • Note : Apply the job before link Expires

We wish you the best of luck in your Ascensus Remote Jobs USA 2024. May your talents shine, and may you find the perfect opportunity that not only meets your professional goals but also brings joy to your everyday work.

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