Compliance Servicing Specialist
Skills
Contact CentersCoverdellCredit UnionsHealth Savings AccountsIRSKnowledge BaseMicrosoft Excel
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor’s degree in Business Finance or related work experience
- Previous call center experience preferred
- Proficient in Microsoft Word Excel and Outlook
- Knowledge of financial services industry and organizations such as credit unions and banks
- Strong written and oral communication skills
- Demonstrated customer service skills
- Effective listening and problem solving skills
Day to day
- Provide front-line phone and operational support to financial institutions and Ascensus staff on IRA ESA and HSA compliance issues, regulations, and operating procedures
- Answer inbound client calls with clear accurate assistance while applying in-depth IRS knowledge and internal processes
- Process death claims and related forms carefully handling confidential data and identifying cross-sell opportunities for other Ascensus products