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Client Service/Mail Operations Reps. - TEMPORARY

Location:Newton, MA
Level:Full Time
Category: Client Services


Ascensus College Savings is the leading administrator of 529 college savings plans, dedicated to servicing the needs of its clients, their plans, and millions of families saving for college across the country. We provide a range of service models, from recordkeeping and administration to full-service program management.  We have several exciting TEMPORARY processing/mail operations opportunities for customer service-oriented individuals to work out of our Newton, MA office.    New Grads are encouraged to apply!   Various shifts available - day and evening.

Temporary Positions starts in November and ends in January.

There is opportunity for potential permanent employment upon assignment completion.

Position Purpose: sorting, imaging and processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners in a fast paced environment. A strong attention to detail is needed in this role. Overtime may be required.

Essential Duties and Responsibilities:


  • Process a diverse range of financial and non-financial transactions including but not limited to:
  • New Account Set Up
  • Account Contributions
  • Account Disbursements
  • Consistently meet productivity, timeliness and quality standards.
  • Perform quality assurance on transactions processed by peers.
  • Open, prepare and image mail received.
  • Reconcile and cashier deposit batches
  • Overtime during some weekends and holidays may be required.

Training / Job Knowledge

  • Complete core corporate training and develop solid knowledge of proprietary software applications used to process client requests.
  • Consistently improve job knowledge to advance service capabilities through training and self study.
  • Learn and follow plan rules and procedures that vary by partner.

Customer Service

  • Provide exceptional client service skills by completing client requests in a timely manner with high accuracy rates.
  • Demonstrate strong problem resolution skills by working through issues using resources provided.

Workflow/Process Improvement

Constructive suggestions on how to leverage technology to improve quality and/or productivity

Team Work

Willingness to work as a team and provide quality service to our clients in a fast paced environment.


  • Bachelor's or Associate Degree
  • 6 months experience in a professional work environment is preferred
  • financial service, client service, or customer service experience preferred experience with financial intermediaries is an asset.

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 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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