IRA Client Service Representative

1 month ago

Houston, United States Ascensus Full time

Section 1: Position Summary

The Compliance Servicing Specialist position is primarily responsible for providing front-line call center and operational process support to financial institutions such as credit unions, banks, and Ascensus staff. The nature of the support provided is typically on Individual Retirement Account (IRA), Coverdell Educational Savings Account (ESA) and Health Savings Account (HSA) compliance issues, regulations and operating procedures. This position requires that the specialist becomes proficient in their knowledge of complex compliance issues and the use of several operating systems. This position requires an in-depth knowledge of IRS rules and regulations and Ascensus operational processes. The specialist is also responsible to promote the expansion of Ascensus products in the marketplace where appropriate. Extensive training is provided up front and is intended to assist in the process of learning the role and strengthening the knowledge base of the candidate.

Section 2: Job Functions, Essential Duties and 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.

Supervision

N/A

Section 3: Experience, Skills, Knowledge Requirements

Bachelor’s Degree in Business, Finance or a trade-off in related work experience Previous experience in a call center environment preferred. 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

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.

  • Client Services Representative

    3 weeks ago

    Houston, United States FIRST SERVICE CREDIT UNION Full time

    **Address: 16430 Park Ten Place, Houston, Texas 77084** **This position is an in-person role taking place at 16430 Park Ten Place, Houston, Texas 77084** **Role**: Provide direct support to eCU Technology clients with a focus on per-deployment configuration, quality assurance, and customer expectation management. **Essential Functions &...

  • Client Service Representative

    4 days ago

    Houston, United States VCA Animal Hospitals Full time

    Client Service Representative. VCA Prestonwood Animal Hospital Is seeking a Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our go Client Service, Representative, Service, Client, Animal Care, Retail

  • Client Service Representative

    2 days ago

    Houston, United States 3rd Coast Events Full time

    Job DescriptionJob DescriptionAt Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...

  • Client Service Representative

    4 weeks ago

    Houston, United States Third Coast Full time

    Job DescriptionJob DescriptionAt Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...

  • Client Service Representative

    2 months ago

    Houston, United States TCE Houston Full time

    At Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...

  • Client Service Representative

    3 weeks ago

    Houston, United States Third Coast Full time

    Job DescriptionJob DescriptionAt Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...

  • Client Services Representative

    3 weeks ago

    Houston, United States FIRST SERVICE CREDIT UNION Full time

    Job DescriptionJob DescriptionAddress: 16430 Park Ten Place, Houston, Texas 77084This position is an in-person role taking place at 16430 Park Ten Place, Houston, Texas 77084Role: Provide direct support to eCU Technology clients with a focus on per-deployment configuration, quality assurance, and customer expectation management.Essential Functions &...

  • Client Services Representative

    3 weeks ago

    Houston, United States FIRST SERVICE CREDIT UNION Full time

    Job DescriptionJob DescriptionAddress: 16430 Park Ten Place, Houston, Texas 77084This position is an in-person role taking place at 16430 Park Ten Place, Houston, Texas 77084Role: Provide direct support to eCU Technology clients with a focus on per-deployment configuration, quality assurance, and customer expectation management.Essential Functions &...

  • Client Service Representative

    2 weeks ago

    Houston, United States VCA Animal Hospitals Full time

    Client Service Representative VCA Prestonwood Animal Hospital Is seeking a Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a...

  • Client Service Representative

    4 weeks ago

    Houston, United States H-Town Veterinary Specialists Full time

    Job DescriptionJob DescriptionJob Duties Client Service RepresentativeOur expectation is for a client Service representative is to be the joyful face of the Bark City Veterinary SpecialistsEnthusiasm is the key to this positionDeep desire to coordinate and achieve Client satisfactionDesire to maintain smooth communication between client and clinician for...

  • Client Service Representative

    2 months ago

    Houston, United States H-Town Veterinary Specialists Full time

    Job DescriptionJob DescriptionJob Duties Client Service RepresentativeOur expectation is for a client Service representative is to be the joyful face of the Bark City Veterinary SpecialistsEnthusiasm is the key to this positionDeep desire to coordinate and achieve Client satisfactionDesire to maintain smooth communication between client and clinician for...

  • Client Services Representative

    1 week ago

    Houston, United States Suveto Full time

    Sunset Animal Hospital is looking for an experienced**full-time Client Services Representative t**o join our Team! We are proud to serve the Houston, TX area for everything pet-related. At Sunset Animal Hospital, our our singular goal is to provide compassionate medicine of the highest quality. We believe every patient is special and unique, deserving of...

  • Client Service Representative

    3 days ago

    Houston, Texas, United States knockorecruit Full time

    We are looking for outgoing and dedicated Representatives who is interested in a rewarding career in insurance sales. If you are a high-energy type of person, customer-focused, and have a strong desire to succeed in a sales driven environment, you might be the perfect candidate we are looking forClient Service Representatives call and meet with clients and...

  • Client Service Representative

    2 months ago

    Houston, United States VCA Antech, Inc. Full time

    We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly...

  • Client Service Representative

    3 weeks ago

    Houston, United States VCA Antech, Inc. Full time

    We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly...

  • Client Service Representative

    2 months ago

    Houston, United States VCA Animal Hospitals Full time

    We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional...

  • Client Service Representative

    2 months ago

    Houston, United States Medical Pathology Associates Full time

    Job DescriptionJob DescriptionThe Client Service Representative is responsible for establishing solid, trusted relationships with an assigned customer base of medical practices/clinics and surgery centers. This position drives the coordination of activities between various Pathology/Laboratory teams/functions to ensure client requests and issues are handled...

  • Client Services Representative

    4 weeks ago

    Houston, United States NVA Full time

    Job description Are you passionate about animals and would jump at the chance to interact with pets in an atmosphere where fun and compassion are the order of the day? Join Bellaire Richmond Pet Hospital, where your career will thrive under the mentorship of a caring DVM team as a Customer Service Representative in Bellaire, TX.As the Customer Service...

  • Client Services Representative

    3 weeks ago

    Houston, United States NVA Full time

    Job description Are you passionate about animals and would jump at the chance to interact with pets in an atmosphere where fun and compassion are the order of the day? Join Bellaire Richmond Pet Hospital, where your career will thrive under the mentorship of a caring DVM team as a Customer Service Representative in Bellaire, TX.As the Customer Service...

  • Customer Service Representative

    2 weeks ago

    Houston, United States Quest Trust Company Full time

    **Customer Service Representative** Front Desk Houston, Texas Minimum Experience **Entry-level** Compensation **$15-20/hr DOE** About Quest Trust Company What We Offer You: Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and...