Compliance Servicing Specialist

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Deliver front-line call center and operational process support to financial institutions and Ascensus personnel.

• Respond to incoming client phone inquiries concerning compliance and operational support for IRA, HSA, ESA, and various account types.

• Manage death claims and assorted forms associated with deceased IRA, HSA, or ESA account holders.

• Recognize opportunities to promote Ascensus products.

• Maintain a fundamental understanding of Ascensus offerings and pertinent new market products.

• Safeguard, secure, and appropriately manage confidential Ascensus information.

• Implement Ascensus’ service philosophy and core values in daily activities.

⛳️ Requirements

• Bachelor’s Degree in Business, Finance, or a combination of related work experience.

• Prior experience in a call center setting is preferred.

• Proficient in Microsoft Word, Excel, and Outlook.

• Familiarity with the financial services sector, particularly credit unions and banks.

• Comprehensive understanding of IRS regulations and guidelines.

• Knowledge of compliance issues, regulations, and operational procedures regarding IRA, Coverdell Educational Savings Accounts, and Health Savings Accounts.

• Strong written and verbal communication abilities.

• Proven customer service expertise.

• Demonstrated effective listening and problem-solving capabilities.

• Capability to achieve proficiency in multiple operating systems.

• Ability to secure and properly manage confidential information.

🏝️ Benefits

• Comprehensive training provided at the outset.

• Equal Opportunity Employer.

• Reasonable accommodations available for qualified individuals with disabilities.