Client Services Processing (Temporary)

This is a temporary position starting in September through beginning of February. Shifts offered are anywhere from 10am EST-7pm EST.

Training will be provided the first two weeks.

No time off can be taken from December 9th through the end of January.

Normal scheduled days are Monday-Friday but there will be 6 mandatory overtime Saturdays required.

Position Details

The client service representative is responsible for processing financial, non-financial and customer requests with a high degree of accuracy in an efficient manner for 529 college savings plans.

Associates are responsible for following a variety of documented procedures to meet Service Level Agreements that vary across multiple plans and partners.

The candidate must be able to work in a high-paced environment and have a willingness to constantly develop and learn.. This position allows for the candidate to develop a core set of skills that will help develop them as they grow within a professional organization.

Essential Duties and Responsibilities :

Productivity / Quality

• Complete core corporate training and develop a solid knowledge of the systems.
• Responsible for processing a variety of financial and non-financial transactions including but not limited to deposits, enrollments, distributions, transfers and account updates in both internal systems.
• Meet productivity, timeliness and quality standards that are aligned with Service Level Agreements & continuously improve month after month.
• Continuously enhance transactional knowledge to help improve quality and productivity.

Initiative

• Consistently improve job knowledge to advance service capabilities through training and self-study.
• Learn additional plan rules and procedures to lend support to other teams / sites.
• Proactively participate in department wide recognition programs

Communication

• Effectively communicate with different levels and groups within the organization in a professional manner.
• Share and receive feedback in an effective and professional manner.
• Respond to emails and work with other departments in a professional and timely manner.
• Engage with peers, management & training via Zoom, Microsoft Teams, Outlook & Lync.

Workflow / Process Improvement

• Provide input and suggestions for new standard operating procedures, applications and workflow.
• Provide ideas to improve morale, engagement or culture within the organization.
• Test new procedures and standard operating procedures in the internal system.

Team Work

• Attend and engage in team meetings.
• Actively participate in continuous dialogue sessions, performance reviews and one on ones.
• Work with teammates to find resolutions to any issues.
• Provide support and assist periodically with other departments within Client Services.
• Assist management during busy periods to mentor and evaluate new / temporary staff.

Job Knowledge & Requirements

The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible on a daily basis showing support of our organizational culture.

A client service representative should exemplify our core values while also show a demonstrated ability in the below requirements :

• Show a willingness to gain a basic understanding of 529 plans, processes and procedures.
• Show a dedication to achieving quality standards.
• Work individually and within the framework of a team.
• Effectively communicate with teammates and management.
• Demonstrate their strong attention to detail, show strong analytical and problem-solving skills.
• Be able to learn in a remote setting
• Demonstrate the ability to work efficiently with technology & various programs
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Minimum Requirements

• Ability to work overtime on weekends / weekdays as dictated by business needs.
• 100% Remote
• Superior attendance and lack of tardiness.
• 1-2 years of experience in a professional work environment or relevant experience preferred.
• Bachelor’s Degree or equivalent experience.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.

com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.