Client-Facing Compliance Specialist (IRA, HSA & ESA)

Ascensus

Phoenix (AZ)

Hybrid

USD 52,000 - 66,000

Full time

3 days ago

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Job summary

Ascensus is seeking a Compliance Servicing Specialist to provide front-line call center and operational support to financial institutions such as credit unions, banks, and Ascensus staff, focusing on IRA, HSA, and ESA compliance issues. The role requires mastery of IRS rules and Ascensus processes, with extensive training provided up front to strengthen knowledge and performance.

You will protect confidential data and promote Ascensus products where appropriate.

Qualifications

Bachelor’s Degree in Business, Finance, or related work experience.
Call center experience preferred.
Proficient with Microsoft Word, Excel and Outlook.
Knowledge of financial services industry, especially credit unions and banks.
Strong written and oral communication skills.
Demonstrated customer service, listening and problem solving skills.

Responsibilities

Answer inbound calls providing compliance and operational assistance for IRA, HSA, ESA and other account types as necessary.
Process death claims and related forms for deceased IRA, HSA or ESA account owners.
Protect and handle confidential data; uphold security and proper data handling.
Cross-sell Ascensus products when appropriate; maintain product knowledge.
Support front-line call center and operations for clients and Ascensus staff.