Evening 529 Plan Client Services Associate

Ascensus; Missouri; Presencial; USD 22.000 - 32.000; Jornada completa

Descripción de la vacante

Ascensus is seeking a Client Service Representative to process financial transactions for 529 college savings plans. You will handle account setups, contributions, disbursements, transfers, and client correspondence in a fast-paced environment.

The role emphasizes accuracy, productivity, and adherence to partner-specific rules while maintaining confidentiality of client data. Weekend/holiday overtime may be required, with training to build system knowledge and policy understanding.

Formación

• 1–2 years' experience in a professional work environment.
• 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 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.

Conocimientos

Analytical

Problem solving

Organizational skills

Communication skills

Multitasking

Educación

Bachelor’s degree or equivalent experience

Descripción del empleo

Ascensus is seeking a Client Service Representative to process financial transactions for 529 college savings plans. You will handle account setups, contributions, disbursements, transfers, and client correspondence in a fast-paced environment.

The role emphasizes accuracy, productivity, and adherence to partner-specific rules while maintaining confidentiality of client data. Weekend/holiday overtime may be required, with training to build system knowledge and policy understanding.