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Client Service Representative, Government Savings - GS Processing at Ascensus - ApplyBlast

Client Service Representative, Government Savings - GS Processing

Ascensus

9 days ago

3.4 on Glassdoor

Remote

Full Time

Junior

1 applicant

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About this role

The Client Service Representative processes financial transactions and customer requests for 529 college savings plans with a focus on quality and productivity. This role involves following documented procedures for multiple partners, making decisions in a high-paced environment, and may require overtime. The position covers a shift from 1:00pm to 9:30pm.

Responsibilities

Process financial transactions and customer requests for 529 college savings plans
Perform quality assurance on transactions processed by peers and provide constructive feedback
Recommend improvements to applications, workflows, and procedures to enhance departmental functions

Skills

Qualifications

Series 6Series 63

About Ascensus

ascensus.com

Headquarters

Dresher, Pennsylvania, United States

Company Size

5001-10000 employees

Founded

1980

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Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.