Ascensus

Compliance Servicing Specialist

Ascensus

full-time

Posted on:

Location Type: Hybrid

Location: Baxter • Minnesota • United States

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About the role

  • 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.
  • 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.

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
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
data protectioncompliance assistanceoperational assistancedeath claims processingcross-sellingfinancial services knowledge
Soft Skills
written communicationoral communicationcustomer serviceeffective listeningproblem solving
Certifications
Bachelor’s Degree in BusinessBachelor’s Degree in Finance