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- 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.
- N/A
- 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
Compliance Servicing Specialist, RPS Service - Philadelphia, United States - Ascensus
Description
Job Functions
, Essential Duties and ResponsibilitiesSupervision
Section 3: Experience, Skills, Knowledge Requirements
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