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Ascensus

Location: WarwickRI 02886 Document ID: AC062-3UMS Posted on: 2018-02-1502/15/2018 Job Type: Regular

Job Schedule:Full-time
Will not pay relocation expenses
2018-03-17
 

Customer Service Representatives

Ascensus College Savings is the leading administrator of 529 college savings plans, dedicated to servicing the needs of its clients, their plans, and millions of families saving for college across the country. We provide a range of service models, from recordkeeping and administration to full-service program management. 

Position Purpose:    
Accountable for providing high quality service to 529 plan advisors and investors via phone. Following procedures, this position provides client service to our 529 plans by handling requests from financial advisors, broker/dealers, and account owners seeking information or executing requests on specific accounts, product or plan information, and policies and procedures. Responsible for researching and resolving complex issues in a timely manner to completion.

Essential Duties and Responsibilities:

Training / Job Knowledge:                                                                  

a. Complete core corporate training and develop solid knowledge of systems.
b. Self-motivation to consistently improve job knowledge to advance service capabilities.
c. Stay up-to-date on 529 and financial services industry knowledge in support of clients.

Productivity/Quality:                                                    

a. Meet and/or exceed department standards for productivity and quality; phones and processing.

        - Maintain phone availability to callers of 85% daily.
        - Maintain call quality of 3 or better (5 point rating scale) in providing service to callers.
        - Process financial and non-financial transactions accurately.
       - Meet or exceed contractual Service Level Agreements as department in answering calls.

b. Demonstrate flexibility and team-oriented attitude in support of advisor plan business.

        - Work overtime as needed during peak volume seasons.

Customer Service:          

a. Provide exceptional client service skills to advisor-sold plan clients.
b. Demonstrate strong problem resolution skills.
c. Solid organizational and communication skills with a strong attention to detail.

Workflow/Process Improvement: 

a. Demonstrate focus in improving workflows, policies, and procedures.
b. Log and track calls/requests to communicate business trends in servicing clients.
c. Address opportunities to maintain and improve business relationships with clients.

 Project Work:

 Be a proactive and willing participant in projects aimed at business development.

  • 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.
  • The I-Client philosophy and the 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.

 

Additional Responsibilities:

  • Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.
  • The I-Client philosophy and the 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.

Minimum Requirements:

  • Bachelor’s Degree or equivalent work experience
  • Preferred experience of 1 year of experience in financial service, client or customer service in a professional work environment.
  • Series 6 or 7 license preferred.

Please apply at the link below 

http://adtrk.tw/tp/rj6_uCsJl-e-K

     
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