Jobs
>
Philadelphia

    Compliance Customer Service Representative - Philadelphia, United States - Ascensus

    Ascensus
    Ascensus Philadelphia, United States

    1 week ago

    Default job background
    Full time
    Description

    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 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.

  • Vince Ovecka - State Farm Agent

    Customer Service Representative

    6 days ago

    Vince Ovecka - State Farm Agent Philadelphia, United States

    **Position Overview**: · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through va ...

  • Worldwide Window Fashions

    Customer Service Representative

    6 days ago

    Worldwide Window Fashions Philadelphia, United States

    Customer Service Representative · Worldwide Window Fashions is a Fabricator and Distributor of Custom Window Treatments servicing the Retail, Interior Decorator & Designer, Commercial and Installer Window Covering Dealer Trade. If you are a people person that enjoys working in a ...

  • VCA Animal Hospitals

    Client Service Representative

    1 week ago

    VCA Animal Hospitals Philadelphia, United States

    **Seeking a Part Time Client Service Representative** · **VCA **Cat Hospital of Philadelphia** is seeking an **Experienced Client Service Representative **to join** **our team** **full time We are located in Philadelphia, PA and our team has a shared devotion to provide progressi ...

  • Pediatric Dental Associates

    Patient Services Representative

    1 week ago

    Pediatric Dental Associates Philadelphia, United States

    **Compensation**:starting at $16-$18/hour (based on experience) · Could you be our next Patient Services Representative? Pediatric Dental Associates has an immediate opening for a Patient Services Representative in our Philadelphia, PA location · **Why join our team as a Patient ...

  • LA Inc

    Patient Service Representative

    1 week ago

    LA Inc Philadelphia, United States

    **Patient Service Representative** · **Pay Rate: $18-20/Hour** · The **Patient Service Representative** is primarily responsible for contacting and interviewing patients prior to their appointments. This includes obtaining medical and surgical history. The position also requires ...

  • Ahida Garcia - State Farm Agent

    Financial Services Representative

    4 days ago

    Ahida Garcia - State Farm Agent Philadelphia, United States

    Are you passionate about helping others and providing top-notch customer service? Do you thrive in a dynamic and fast-paced environment? If so, we have an exciting opportunity for you Join the Ahida Garcia State Farm Agency as a Sales Representative and become an integral part of ...

  • PROFITSYNC INC

    Customer Service Representative

    6 days ago

    PROFITSYNC INC Philadelphia, United States

    **Benefits**: · - Bonus based on performance · - Company parties · - Competitive salary · - Employee discounts · - Flexible schedule · - Free uniforms · - Opportunity for advancement · - Profit sharing · - Training & development · **Benefits/Perks** · - Competitive Compensation · ...

  • SP Plus Corporation

    Customer Service Representative

    3 days ago

    SP Plus Corporation Philadelphia, United States

    Overview: · SP+ is driven by Our Promise, "Making Every Moment Matter for a World on the Go." Our team understands that time is scarce, so we are intentional about putting ourselves in the shoes of those we serve. The result is a unique combination of talented people and industry ...

  • SP Plus Corporation

    Customer Service Representative

    4 days ago

    SP Plus Corporation Philadelphia, United States

    Overview: · SP+ is driven by Our Promise, "Making Every Moment Matter for a World on the Go." Our team understands that time is scarce, so we are intentional about putting ourselves in the shoes of those we serve. The result is a unique combination of talented people and industry ...

  • PTR Baler and Compactor Company

    Customer Service Representative

    5 days ago

    PTR Baler and Compactor Company Philadelphia, United States

    PTR Baler and Compactor is seeking a **Customer Service Representative (CSR)** to join the team due to growth. · PTR Baler and Compactor is a world leader in the waste equipment industry. PTR helps companies achieve their green initiatives by reducing waste streams and increasing ...

  • Insinger Machine

    Customer Service Representative

    1 week ago

    Insinger Machine Philadelphia, United States

    Customer Service Representative · Key Responsibilities: · - Deliver exceptional customer service while maintaining a positive and professional attitude at all times. · - Efficiently manage customer complaints, processing orders, and modifications with a keen eye for detail. · - M ...

  • Synergy3

    Customer Service Representative

    1 week ago

    Synergy3 Philadelphia, United States

    **About Us** · At Synergy3, we're a tight-knit team of problem solvers who love what we do. Join us in creating innovative solutions that make a real impact in changing the HVAC and plumbing industry. · **Who You Are** · You are a dedicated Customer Service Representative who thr ...

  • David Samuel - State Farm Agent

    Customer Service Representative

    4 days ago

    David Samuel - State Farm Agent Philadelphia, United States

    **ROLE DESCRIPTION**: · As a Customer Service Representative - State Farm Agent Team Member with David Samuel Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer servic ...

  • HOLTS CIGAR CO

    Customer Service Representative

    1 week ago

    HOLTS CIGAR CO Philadelphia, United States

    **Job Summary** · Customer service representatives help customers with complaints and questions, give customers information about products and services, take orders, and process returns. By helping customers understand the product and answering questions about their reservations, ...

  • Brian Cover - State Farm Agent

    Customer Service Representative

    6 days ago

    Brian Cover - State Farm Agent Philadelphia, United States

    **Position Overview**: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and fin ...

  • Kevin Lowber - State Farm Agent

    Customer Service Representative

    1 week ago

    Kevin Lowber - State Farm Agent Philadelphia, United States

    **Benefits**: · - Training & development · Position Overview · State Farm Insurance Agent located in Philadelphia, PA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Kevin Lowber - State Farm Agent, you will build and devel ...

  • Scally Wag Homes

    Customer Service Representative

    5 days ago

    Scally Wag Homes Philadelphia, United States

    Duties: · - Handle inbound and outbound customer calls in a professional and courteous manner · - Provide excellent customer service by addressing customer inquiries, resolving issues, and providing product information · - Analyze customer needs and recommend appropriate solution ...

  • GE Associates LLC

    Customer Service Representative

    6 days ago

    GE Associates LLC Philadelphia, United States

    We have immediate openings for CSR Agent to train directly with our respected leadership team. We strive to create a consistently happy experience for all prospective and current clients. · This role helps with lead generation, customer service, and client acquisition to acquire ...

  • Planet Fitness

    Pt Customer Service Representative

    5 days ago

    Planet Fitness Philadelphia, United States

    **Part · - Time: Starting at $12 per hour.** · **Hourly increases at 180 days, 1 year and every 6 months, after the first year, based on anniversary date.** · Are you looking for a **_fun and rewarding_** place to work? National Fitness Partners (NFP) serves more than one million ...

  • PROFITSYNC INC

    Customer Service Sales Representative

    6 days ago

    PROFITSYNC INC Philadelphia, United States

    **Benefits**: · - Bonus based on performance · - Company parties · - Competitive salary · - Employee discounts · - Flexible schedule · - Free uniforms · - Opportunity for advancement · - Paid time off · - Profit sharing · - Training & development · **Customer Service Sales Repres ...