Job Description:

Position Purpose:

The Mail Operations Representative is accountable for providing high quality services to 529 plans via mail requests and following documented procedures. This position provides client services to 529 plans by managing incoming mail requests from account owners and advisors seeking information or executing requests on specific accounts, product or plan information, and policies and procedures. Responsible for but not limited to mail operation functions including sorting/opening mail, mail preparation, scanning, and archiving/retrieving documents. The ideal candidate must be able to work in a team environment and have a flexible schedule and be able to work in a fast paced, time sensitive environment. Overtime may be required.

Essential Duties and Responsibilities:

* Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client

* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture

Meet and/or exceed department standards for productivity and quality

* Review financial vouchers ensuring all batches are in good order within proprietary systems.

* Utilize remote check deposit software to transmit time sensitive checks to the bank.

* Sort and prepare incoming mail based on plan, transaction type and documented procedures. .

* Scan and archive prepared batches.

* Utilize document capture and storage applications to process requests.

Demonstrate flexibility and team-oriented attitude in support of 529 plan business.

* Flexible to work varying shifts during peak volumes.

* Overtime during some weekends and holidays may be required.

Customer Services

* Provide exceptional client service skills.

* Demonstrate strong problem resolution skills.

* Solid organizational and communication skills with strong attention to detail.

Training/Job Knowledge

* Complete core corporate training and develop solid knowledge of systems.

* Self-motivation to consistently improve job knowledge to advance service capabilities.

* Stay up-to-date on 529 and financial services industry knowledge in support of clients.

Team Work

* Provide suggestions on how to improve quality and/or productivity.

* Demonstrated ability to complete time sensitive tasks in a team environment.

* Willingness to assist other functional areas.

Project Work

* Be a willing participant or take lead in projects assigned to unit.

Minimum Requirements:

* Associate's or Bachelor's Degree preferred

* 6 months 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 or Cashiering/Reconciliation experience.

* Series 6 and 63 licenses are preferred.

We are proud to be an EEO employer M/F/D/V.

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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