Evening Client Service Rep - 529 College Savings

Ascensus; United States; On-site; USD 25,000 - 33,000; Full time

Job summary

Ascensus is seeking a Client Service Representative to process financial transactions and customer requests for 529 college savings plans. You will follow documented procedures, work in a fast-paced environment, and adapt to partner rules.

The role requires attention to detail, problem solving, and strong communication as part of a collaborative team. The position may require overtime and covers the 1:00pm - 9:30pm shift, with opportunities to learn and contribute to process improvements and

Qualifications

• 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.

Responsibilities

• Process a diverse range of financial and non-financial transactions including New Account Set Up, Account Contributions, Account Disbursements, Fund Transfers and Exchanges, and 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.

Skills

Analytical

Problem solving

Organizational

Interpersonal

Communication

Education

Bachelor's degree or equivalent experience

Tools

Job description

Ascensus is seeking a Client Service Representative to process financial transactions and customer requests for 529 college savings plans. You will follow documented procedures, work in a fast-paced environment, and adapt to partner rules.

The role requires attention to detail, problem solving, and strong communication as part of a collaborative team. The position may require overtime and covers the 1:00pm - 9:30pm shift, with opportunities to learn and contribute to process improvements and