IRA/HSA Compliance & Client Support Specialist

Ascensus; Lorida (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Ascensus is seeking a Compliance Servicing Specialist to provide frontline call center and operational support for IRA, ESA and HSA compliance issues. The role requires mastering IRS rules and Ascensus processes and promoting product solutions to clients and institutions.

Ideal candidates will have a Bachelor's in Business/Finance, strong communication skills, and prior call center experience. Training is extensive to build expertise and service quality across financial institutions.

Qualifications

• Bachelor's degree in business, finance or related work experience.
• Previous call center experience preferred.
• Proficient in Word, Excel and Outlook.
• Knowledge of financial services organizations (credit unions, banks).
• Strong written and oral communication skills.
• Proven customer service and problem-solving abilities.

Responsibilities

• Answer inbound calls to provide compliance and operational assistance related to IRA, ESA, HSA, and other accounts.
• Protect and handle confidential data securely to prevent unauthorized access.
• Promote Ascensus products where appropriate.
• Learn IRS rules and Ascensus processes thoroughly.
• Cross-sell Ascensus products using product knowledge and market insights.
• Adhere to our Core Values and service philosophy in daily actions.

Skills

Customer service

Communication skills

Problem solving

Call center experience

Attention to detail

Education

Bachelor's Degree in Business/Finance

Tools

Microsoft Word

Excel

Outlook

Job description

Ascensus is seeking a Compliance Servicing Specialist to provide frontline call center and operational support for IRA, ESA and HSA compliance issues. The role requires mastering IRS rules and Ascensus processes and promoting product solutions to clients and institutions.

Ideal candidates will have a Bachelor's in Business/Finance, strong communication skills, and prior call center experience. Training is extensive to build expertise and service quality across financial institutions.