Client Service Representative, Government Savings - GS Processing

Ascensus LLC; Massachusetts; Híbrido; USD 42 000 - 54 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Tuition reimbursement

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer

Resumo da oferta

Ascensus is seeking a Client Service Representative to process financial transactions and client requests for 529 college savings plans. The role supports multiple partners and requires adherence to documented procedures in a fast-paced environment.

Overtime and weekend/holiday coverage may be required, with a 1:00pm to 9:30pm shift. The ideal candidate will have 1–2 years in a professional setting, strong analytical and interpersonal skills, and a bachelor’s degree or equivalent experience.

Qualificações

• 1–2 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.

Responsabilidades

• 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.

Conhecimentos

Analytical skills

Problem solving

Organizational skills

Communication skills

Interpersonal skills

Formação académica

Bachelor's Degree

Series 6 and 63 licenses preferred

Descrição da oferta de emprego

Position Purpose:

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

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.

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.

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