Temporary Client Service Representative, Government Savings

Ascensus - Dresher, PA

Full-time

Dresher, PA

Funds, Trusts, and Other Financial Vehicles

About the position

The Client Service Representative is responsible for processing financial transactions and customer requests related to 529 college savings plans. This role requires high productivity and quality in handling a variety of documented procedures and matrices for multiple partners. The position demands decision-making skills and the ability to work in a fast-paced environment, with potential overtime and weekend work required.

Responsibilities

• Process a diverse range of financial and non-financial transactions including new account setup, account contributions, account disbursements, fund transfers and exchanges, and client correspondence.
• Consistently meet productivity, timeliness, and quality standards.
• Assist or coordinate support for other functional units as needed.
• Perform quality assurance on transactions processed by peers.
• Complete core corporate training and develop solid knowledge of systems.
• Provide input into new department policies and procedures.
• Improve job knowledge to advance service capabilities through training and self-study.
• Learn and follow plan rules and procedures that vary by partner/plan.
• Recommend improvements to applications, workflows, and procedures.
• Provide constructive feedback to team members based on quality assurance evaluations.
• Work collaboratively as a team to provide quality service to clients.
• Assist management during busy periods to mentor and evaluate temporary staff.

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, and able to multitask under pressure.
• Prior financial service industry experience is preferred.
• Series 6 and 63 licenses are preferred.
• Bachelor's Degree or equivalent experience.