Ascensus oferă servicii de administrare și evidență în sectoarele pensiilor, educației, asigurărilor și serviciilor financiare. Activitatea sa sprijină persoanele și organizațiile care urmăresc obținerea unei pensionări sigure din punct de vedere financiar și a unei educații de calitate, prin echipe axate pe furnizarea de servicii, excelență operațională și standarde înalte. Ascensus pune accent pe integritate, calitate, diversitate, incluziune și egalitatea de șanse ca parte a culturii sale organizaționale și recrutează pentru o gamă largă de funcții profesionale.
Customer Service Specialist — Ascensus (Remote, US)
Provide remote customer support to financial institutions and Ascensus staff on IRA, HSA, and ESA compliance and account operations. Handle inbound calls, deceased-account claims, and appropriate cross-selling of Ascensus products.
Descriere
- Support banks, credit unions, and Ascensus staff with call-center and operational processes.
- Assist with compliance and account operations for IRAs, HSAs, ESAs, and other account types.
- Respond to inbound client calls.
- Process death claims and related forms for deceased IRA, HSA, and ESA account holders.
- Identify opportunities to recommend other Ascensus products when appropriate.
- Stay familiar with Ascensus offerings and market products that may benefit clients.
- Safeguard confidential Ascensus information and handle it appropriately.
- Reflect Ascensus culture and core values in daily work.
Cerințe
- A bachelor’s degree in business or finance, or related work experience in its place.
- Call-center experience is preferred.
- Proficiency with Microsoft Word, Excel, and Outlook.
- Prior knowledge of financial services, particularly credit unions and banks.
- Strong written and verbal communication skills.
- Demonstrated customer service ability.
- Effective listening and problem-solving skills.
- Ability to protect and properly handle confidential information.
- In-depth knowledge of IRS rules and regulations and the operational processes relevant to the role.
Beneficii
- Comprehensive initial training is provided.
- Equal opportunity employer.
- No payment or equipment purchase is required during hiring.