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Client Service & Mail Operations Representative - Full-time
•30 days ago
| Hours | Full-time |
|---|---|
| Location | Apply Online Newton, Massachusetts |
About this job
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
We have several temporary positions in our processing/mail operations for customer-focused individuals who will be dedicated for our seasonal assignments. Specifically, these roles will be employed from early October through mid-January timeframe. Multiple shifts are available! College students are welcome to apply!
Position Purpose: sorting, imaging and processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners in a fast paced environment. A strong attention to detail is needed in this role. Overtime may be required.
Essential Duties and Responsibilities:
Productivity/Quality
* Process a diverse range of financial and non-financial transactions including but not limited to:
* New Account Set Up
* Account Contributions
* Account Disbursements
* Consistently meet productivity, timeliness and quality standards.
* Perform quality assurance on transactions processed by peers.
* Open, prepare and image mail received.
* Reconcile and cashier deposit batches
* Overtime during some weekends and holidays may be required.
Training / Job Knowledge
* Complete core corporate training and develop solid knowledge of proprietary software applications used to process client requests.
* Consistently improve job knowledge to advance service capabilities through training and self study.
* Learn and follow plan rules and procedures that vary by partner.
Customer Service
* Provide exceptional client service skills by completing client requests in a timely manner with high accuracy rates.
* Demonstrate strong problem resolution skills by working through issues using resources provided.
Workflow/Process Improvement
* Constructive suggestions on how to leverage technology to improve quality and/or productivity
Team Work
* Willingness to work as a team and provide quality service to our clients in a fast paced environment.
Requirements: Bachelor's or Associate Degree; 6 months experience in a professional work environment is preferred; financial service, client service, or customer service experience preferred; experience with financial intermediaries is an asset.
EOE
Apply Here: http://adtrk.tw/FqZf6
We have several temporary positions in our processing/mail operations for customer-focused individuals who will be dedicated for our seasonal assignments. Specifically, these roles will be employed from early October through mid-January timeframe. Multiple shifts are available! College students are welcome to apply!
Position Purpose: sorting, imaging and processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners in a fast paced environment. A strong attention to detail is needed in this role. Overtime may be required.
Essential Duties and Responsibilities:
Productivity/Quality
* Process a diverse range of financial and non-financial transactions including but not limited to:
* New Account Set Up
* Account Contributions
* Account Disbursements
* Consistently meet productivity, timeliness and quality standards.
* Perform quality assurance on transactions processed by peers.
* Open, prepare and image mail received.
* Reconcile and cashier deposit batches
* Overtime during some weekends and holidays may be required.
Training / Job Knowledge
* Complete core corporate training and develop solid knowledge of proprietary software applications used to process client requests.
* Consistently improve job knowledge to advance service capabilities through training and self study.
* Learn and follow plan rules and procedures that vary by partner.
Customer Service
* Provide exceptional client service skills by completing client requests in a timely manner with high accuracy rates.
* Demonstrate strong problem resolution skills by working through issues using resources provided.
Workflow/Process Improvement
* Constructive suggestions on how to leverage technology to improve quality and/or productivity
Team Work
* Willingness to work as a team and provide quality service to our clients in a fast paced environment.
Requirements: Bachelor's or Associate Degree; 6 months experience in a professional work environment is preferred; financial service, client service, or customer service experience preferred; experience with financial intermediaries is an asset.
EOE
Apply Here: http://adtrk.tw/FqZf6
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