Evening Client Service Rep - Government Savings

Ascensus; Massachusetts; Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Problem solving

Organizational skills

Communication skills

Interpersonal skills

Education

Bachelor's Degree

Series 6 and 63 licenses preferred

Job description

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.