Ascensus zagotavlja administrativne storitve in storitve vodenja evidenc na področjih pokojninskega varčevanja, izobraževanja, zavarovalništva in finančnih storitev. Njegovo delo podpira posameznike in organizacije, ki si prizadevajo za finančno varno upokojitev in kakovostno izobraževanje, ekipe pa so osredotočene na zagotavljanje storitev, operativno odličnost in visoke standarde. Ascensus poudarja integriteto, kakovost, raznolikost, vključevanje in enake možnosti kot del svoje delovne kulture ter zaposluje na številnih strokovnih področjih.
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.
Opis
- 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.
Zahteve
- 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.
Ugodnosti
- Comprehensive initial training is provided.
- Equal opportunity employer.
- No payment or equipment purchase is required during hiring.