Client Services Specialist

2 weeks ago


Topeka, Kansas, United States Ascensus Full time
Position Overview:
This is a temporary role focused on providing exceptional client services for 529 college savings plans. The successful candidate will be engaged in processing various financial and non-financial requests with precision and efficiency.

Key Responsibilities:
  • Transaction Processing: Handle a range of transactions including deposits, enrollments, distributions, transfers, and account updates while adhering to established procedures.
  • Quality Assurance: Meet and exceed productivity and quality benchmarks that align with service expectations.
  • Continuous Improvement: Actively enhance knowledge of processes and participate in training to improve service capabilities.
  • Effective Communication: Maintain professional communication with colleagues and management, providing feedback and collaborating effectively.
  • Team Collaboration: Engage in team meetings and contribute to a positive work environment.

Qualifications:
  • Demonstrated ability to work efficiently in a fast-paced environment.
  • Strong attention to detail and analytical skills.
  • Ability to learn and adapt to new technologies and processes.
  • Commitment to maintaining confidentiality and security of sensitive information.

Work Environment:
This position is fully remote, allowing for flexibility while maintaining a high standard of service delivery. The ideal candidate will embody the core values of the organization, demonstrating integrity, quality, and a commitment to teamwork.

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