Customer Service Specialist

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Deliver front-line support for call center operations and processes to financial institutions, including credit unions, banks, and Ascensus staff.

• Offer compliance and operational guidance regarding IRA, HSA, ESA, and various other account types.

• Respond to inbound client inquiries via telephone.

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

• Recognize opportunities to cross-sell additional Ascensus products when suitable.

• Maintain a foundational understanding of Ascensus products and services as well as new market offerings that can benefit clients.

• Ensure the protection, security, and proper handling of confidential Ascensus data.

• Uphold Ascensus's organizational culture and core values through everyday actions.

⛳️ Requirements

• Bachelor’s Degree in Business, Finance, or equivalent work experience in a related field.

• Prior experience in a call center environment is preferred.

• Proficient in Microsoft Word, Excel, and Outlook.

• Familiarity with the financial services industry, particularly in relation to Credit Unions and Banks.

• Strong written and verbal communication skills.

• Proven customer service capabilities.

• Demonstrated ability to employ effective listening and problem-solving skills.

• Ability to protect, secure, and appropriately handle confidential data.

• Comprehensive understanding of IRS rules and regulations, as well as Ascensus operational processes essential for the position.

🏝️ Benefits

• Comprehensive training provided at the outset.

• Equal Opportunity Employer.

• No payment or equipment purchase necessary during the hiring process.