Customer Service Specialist

🔥 13 hours ago

🌵 Arizona, Florida, +2 more states – Remote

🌵 Arizona – Remote 🐊 Florida – Remote 🤠 Texas – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ascensus

WebsiteLinkedInAll Job Openings

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

• Provide front-line call center and operational process support to financial institutions, including credit unions, banks, and Ascensus staff • Provide compliance and operational assistance related to IRA, HSA, ESA, and other account types • Answer inbound client phone calls • Process death claims and miscellaneous forms for deceased IRA, HSA, or ESA account owners • Identify and cross-sell other Ascensus products when appropriate • Maintain basic knowledge of Ascensus products and services and new market products that benefit clients • Protect, secure, and properly handle confidential Ascensus data • Support Ascensus organizational culture and core values through day-to-day actions

🎯 Requirements

• Bachelor’s Degree in Business, Finance or a trade-off in related work experience • Previous experience in a call center environment preferred • Proficient use of Microsoft Word, Excel and Outlook • Previous knowledge of financial services industry, specifically related to Credit Unions and Banks • Strong written and oral communication skills • Demonstrated customer service skills • Proven ability to use effective listening and problem solving skills • Ability to protect, secure, and properly handle confidential data • In-depth knowledge of IRS rules and regulations and Ascensus operational processes required for the role

🏖️ Benefits

• Extensive training provided up front • Equal Opportunity Employer • No payment or equipment purchase required during hiring