Ascensus · 2 days ago

Temporary Client Service Representative

United States

Full-time

Remote

Entry Level

1+ years exp

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Responsibilities

Process a diverse range of financial and non-financial transactions including but not limited to: New Account Set Up, Account Contributions, Account Disbursements, Fund Transfers and Exchanges, Client Correspondence

Consistently meet productivity, timeliness, and quality standards.

Periodically assist or coordinate support for other functional units.

Perform quality assurance on transactions processed by peers.

Overtime during some weekends and holidays may be required.

Complete core corporate training and develop solid knowledge of systems.

Provide input into new department policies and procedures.

Consistently improve job knowledge to advance service capabilities through training and self study.

Learn and follow plan rules and procedures that vary by partner/plan

Recommend improvements to applications, workflows, and procedures.

Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process.

Ability to provide constructive feedback to team members as a result of performing quality assurance on team members work.

Willingness to work as a team and provide quality service to our clients.

Assist management during busy periods to mentor and evaluate temporary staff.

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.

Qualification

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Financial Transactions ProcessingQuality AssuranceFinancial Services ExperiencePC/Keyboard ProficientSeries 6 LicenseSeries 63 License