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Client Services Processing

3 months ago

Remote, Oregon, United States Ascensus Full time

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 or 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.