Compliance Service Specialist — IRA/ESA/HSA Support

Ascensus; Madison (WI); Sur place; USD 42 000 - 68 000; Plein temps

Résumé du poste

Ascensus is seeking a Compliance Servicing Specialist in Wisconsin to provide front-line call center and operational support for IRA, HSA, and ESA compliance issues. The role requires knowledge of IRS rules and Ascensus processes and offers training to strengthen expertise.

Responsibilities include handling client inquiries, processing death claims, and identifying cross-sell opportunities while ensuring data security and confidentiality across financial institutions.

Qualifications

• Bachelor’s Degree in Business, Finance or related work experience.
• Previous call center experience preferred.
• Proficient use of Microsoft Word, Excel and Outlook.
• Knowledge of financial services industry especially Credit Unions and Banks.
• Strong written and oral communication skills.
• Demonstrated customer service skills.
• Proven ability to use effective listening and problem solving skills.

Responsabilités

• Answer inbound calls to provide compliance and operational assistance on IRA, HSA, ESA and other account types.
• Process death claims and related forms for clients’ retirement accounts.
• Identify opportunities to cross-sell Ascensus products and maintain knowledge of offerings.
• Protect and manage confidential data to prevent unauthorized access or disclosure.

Connaissances

Call center experience

MS Word

MS Excel

MS Outlook

Financial services knowledge

Written and verbal communication

Customer service skills

Listening and problem solving

Formation

Bachelor's Degree in Business or Finance

Description du poste

Ascensus is seeking a Compliance Servicing Specialist in Wisconsin to provide front-line call center and operational support for IRA, HSA, and ESA compliance issues. The role requires knowledge of IRS rules and Ascensus processes and offers training to strengthen expertise.

Responsibilities include handling client inquiries, processing death claims, and identifying cross-sell opportunities while ensuring data security and confidentiality across financial institutions.