IRA & HSA Compliance Support Specialist

Ascensus

United States

Remote

USD 60,000 - 75,000

Full time

2 days ago

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Job summary

Ascensus is seeking a Compliance Servicing Specialist to provide front-line call center and operational support for IRA, HSA, and ESA accounts. You will handle complex compliance questions, protect confidential data, and promote Ascensus products.

Training is provided to build expertise in IRS rules and internal processes. You will answer client calls, assist with death claim processing, and work within our service philosophy and core values to support financial institutions such as credit

Qualifications

Bachelor’s Degree in Business, Finance or related work experience.
Experience in a call center environment preferred.
Proficient use of Microsoft Word, Excel and Outlook.
Knowledge of financial services industry incl. credit unions and banks.
Strong written and oral communication skills.
Demonstrated customer service skills.
Proven listening and problem solving abilities.

Responsibilities

Protect, secure, and properly handle confidential data to prevent unauthorized access or disclosure.
Demonstrate I-Client service philosophy and Core Values in daily actions.
Answer inbound calls to provide compliance and operational assistance for IRA, HSA, ESA and other accounts.
Process death claims and related forms for client accounts.
Identify opportunities to cross-sell Ascensus products and stay informed on offerings.