{"id":2719121,"url":"https://alion.io/job/ascensus-customer-service-specialist","title":"Customer Service Specialist","company":{"id":8069,"name":"Ascensus","domain":"ascensus.com","url":"https://alion.io/company/ascensus","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_company_offices","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-16T13:48:56Z","employer_posted_date":null,"last_verified_at":"2026-10-16T13:48:56Z","board_verified":false,"closed_at":null,"days_open":4,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":4},"description":"Section 1: Position SummaryThe Compliance Servicing Specialist position is primarily responsible for providing front-line call center and operational process support to financial institutions such as credit unions, banks, and Ascensus staff. The nature of the support provided is typically on Individual Retirement Account (IRA), Coverdell Educational Savings Account (ESA) and Health Savings Account (HSA) compliance issues, regulations and operating procedures. This position requires that the specialist becomes proficient in their knowledge of complex compliance issues and the use of several operating systems. This position requires an in-depth knowledge of IRS rules and regulations and Ascensus operational processes. The specialist is also responsible to promote the expansion of Ascensus products in the marketplace where appropriate. Extensive training is provided up front and is intended to assist in the process of learning the role and strengthening the knowledge base of the candidate.\nSection 2: Job Functions, Essential Duties and Responsibilities\n\nResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.\n\nOur I-Client service philosophy and our 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.\n\nAnswer inbound phone calls from our clients to provide compliance and operational assistance related to IRA, HSA, ESA and other account types as necessary.\n\nProcess death claims and miscellaneous forms related to the death claim process for our client’s deceased IRA, HSA or ESA account owners.\n\nTake advantage of opportunities to identify and cross-sell other Ascensus products – Maintain basic knowledge of all products and services offered throughout Ascensus, and any new products introduced within the market place that would benefit our clients.\n\nSupervision N/A\nSection 3: Experience, Skills, Knowledge Requirements \nBachelor’s Degree in Business, Finance or a trade-off in related work experience\nPrevious experience in a call center environment preferred.\nProficient use of Microsoft Word, Excel and Outlook.\nPrevious knowledge of financial services industry specifically related to financial organizations such as Credit Unions and Banks\nStrong written and oral communication skills\nDemonstrated customer service skills\nProven ability to use effective listening and problem solving skills\nWe are proud to be an Equal Opportunity Employer\nBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.\nOriginally posted on Himalayas","description_format":"text","description_chars":3084,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-16T14:28:15Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":27,"reasons":["seen:3","win:early"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/ascensus-customer-service-specialist","json_url":"https://alion.io/job/ascensus-customer-service-specialist.json","meta":{"generated_at":"2026-10-21T04:35:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6685,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":8069},"rest":"https://alion.io/mcp/rest/get_company?id=8069"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fascensus-customer-service-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fascensus-customer-service-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fascensus-customer-service-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ascensus-customer-service-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fascensus-customer-service-specialist"}]}