Compliance Servicing Specialist
RemoteArizona, United States or Texas, United States
Arizona, United States or Texas, United StatesRemoteFull TimeBachelors DegreeLarge
Full TimeBachelors DegreeLarge
Job Summary
Answer inbound phone calls from clients to provide compliance and operational assistance regarding IRA, HSA, and ESA account types. Process death claims and miscellaneous forms related to deceased account owners while protecting all confidential data against unauthorized access or improper disclosure. Identify opportunities to cross-sell Ascensus products by maintaining knowledge of current market offerings. Requires proficiency in IRS rules, Ascensus operational processes, and Microsoft Office tools. Bachelor's degree in Business or Finance preferred with call center experience.
Required Qualifications
- Bachelor's Degree in Business, Finance or a trade-off in related work experience
- 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
- Proven ability to use effective listening and problem solving skills
Desired Qualifications
- Previous experience in a call center environment preferred
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