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.
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.