Ascensus
Retirement plan services • Education savings • ABLE accounts
5001 - 10000
💰 Secondary Market on 2019-02
Temporary Client Service Representative
3 days ago
Ascensus
Retirement plan services • Education savings • ABLE accounts
5001 - 10000
💰 Secondary Market on 2019-02
Description
• The Client Service Representative is responsible for processing financial transactions and customer requests into 529 college savings plans. • Responsible for following a variety of documented product procedures and matrices for multiple partners. • Must work in a high-paced environment and meet productivity, timeliness, and quality standards.
Requirements
• 1 to 2 years experience in a professional work environment preferred. • Strong analytical, problem solving, organizational, interpersonal, and communication skills. • Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure. • Prior financial service industry experience. • Series 6 and 63 licenses are preferred. • Bachelor’s Degree or equivalent experience.
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