Ascensus · 8 hours ago
Compliance Servicing Specialist, RPS Service & Fulfillment
United States
Full-time
Remote
New Grad, Entry LevelAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Compliance Servicing Specialist position is primarily responsible for providing front-line call center and operational process support to financial institutions regarding compliance issues related to IRAs, HSAs, and ESAs.
ConsultingRetirementTraining
Responsibilities
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
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Answer inbound phone calls from our clients to provide compliance and operational assistance related to IRA, HSA, ESA and other account types as necessary
Process death claims and miscellaneous forms related to the death claim process for our client’s deceased IRA, HSA or ESA account owners
Take advantage of opportunities to identify and cross-sell other Ascensus products – Maintain basic knowledge of all products and services offered throughout Ascensus, and any new products introduced within the market place that would benefit our clients
Qualification
Required
Bachelor's Degree in Business, Finance or a trade-off in related work experience
Proficient use of Microsoft Word, Excel and Outlook
Previous knowledge of financial services industry specifically related to financial organizations such as Credit Unions and Banks
Strong written and oral communication skills
Demonstrated customer service skills
Proven ability to use effective listening and problem solving skills
Preferred
Previous experience in a call center environment
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Founded in 1980
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase