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Compliance Servicing Specialist at Ascensus - ApplyBlast

Compliance Servicing Specialist

Ascensus

17 days ago

3.4 on Glassdoor

Remote

Full Time

Medior

1 applicant

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About this role

The Compliance Servicing Specialist provides front-line call center and operational process support to financial institutions regarding compliance issues and regulations for IRAs, HSAs, and ESAs. The role involves answering inbound client calls, processing death claims, and promoting the expansion of Ascensus products in the marketplace. Extensive training is provided to help specialists become proficient in complex compliance issues and operating systems.

Responsibilities

Provide compliance and operational assistance for IRA, HSA, and ESA accounts
Process death claims and miscellaneous forms for deceased account owners
Protect and secure confidential client data to prevent unauthorized access

Skills

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.