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Client Service Representative, Government Savings – GS Processing

🔥 0 minutes ago

🌵 Arizona, Massachusetts, +2 more states – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

Where this job comes from

Posted on Ascensus's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Ascensus

Ascensus

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Process financial and non-financial transactions for 529 college savings plans, including new account setup, contributions, disbursements, fund transfers and exchanges, and client correspondence • Meet productivity, timeliness, and quality standards • Assist or coordinate support for other functional units • Perform quality assurance on transactions processed by peers • Complete corporate training and develop knowledge of systems • Provide input into department policies and procedures • Learn and follow partner- and plan-specific rules and procedures • Recommend improvements to applications, workflows, and procedures • Develop project ideas to improve departmental functions • Provide constructive feedback to team members • Assist management during busy periods to mentor and evaluate temporary staff • Protect confidential Ascensus and client data • Adopt emerging technologies, platforms, and evolving practices

🎯 Requirements

• 1 to 2 years' experience in a professional work environment preferred • Strong analytical, problem solving, organizational, interpersonal, and communication skills • Detail oriented, PC/keyboard proficient, flexible, self-motivated, able to multitask and work well under pressure • Prior financial service industry experience • Series 6 and 63 licenses preferred • Bachelor’s Degree or equivalent experience • Ability to work the 1:00pm–9:30pm shift • Overtime during some weekends and holidays may be required

🏖️ Benefits

• Overtime pay may be available/required for some weekends and holidays • Core corporate training • Training and self-study opportunities to improve job knowledge • Full-time employment

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