IRA & HSA Compliance Advisor - Front‑Line Specialist

Ascensus; Phoenix (AZ); On-site; USD 40,000 - 45,000; Full time

Job summary

Ascensus is seeking a Compliance Servicing Specialist in Phoenix, AZ. You will provide front-line call center and operational support to financial institutions on IRA, ESA, and HSA compliance matters, mastering IRS rules and Ascensus processes.

The role emphasizes data security, client service, and cross-selling Ascensus products. A Bachelor’s degree and call center experience are preferred, with strong communication and problem-solving skills valued.

Qualifications

• Bachelor’s degree in Business or Finance or related work experience.
• Previous call center experience preferred.
• Strong written and oral communication skills.
• Proficient use of MS Word, Excel and Outlook.
• Knowledge of financial services institutions (credit unions, banks).

Responsibilities

• Provide front-line call center and operational support for IRA, HSA and ESA compliance issues.
• Answer client inquiries and guide them through compliance processes.
• Protect confidential data and adhere to data-handling requirements.
• Promote Ascensus products and cross-sell where appropriate.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Communication skills

Customer service

Listening & problem solving

Education

Bachelor’s degree in Business or Finance

Job description

Ascensus is seeking a Compliance Servicing Specialist in Phoenix, AZ. You will provide front-line call center and operational support to financial institutions on IRA, ESA, and HSA compliance matters, mastering IRS rules and Ascensus processes.

The role emphasizes data security, client service, and cross-selling Ascensus products. A Bachelor’s degree and call center experience are preferred, with strong communication and problem-solving skills valued.