Customer Service Representative

Customer Service Representative American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art trading and custodial reporting of mutual funds, exchange-traded funds, managed accounts, unitized funds, equities, collectives, and self-directed brokerage accounts, integrate directly into clients' recordkeeping or trust accounting systems, allowing fully electronic processing, settlement, and reporting of trades and transactions. American Trust Custody offers best-in-class custody and trust solutions to financial advisors, institutions, asset managers, and benefits administrators across the United States. As a member of the company's Individual Retirement Account (IRA) Services Team, the Customer Service Representative will collaborate closely with our Account Administration team to provide a high level of customer service in the facilitation of terminating inactive defined contribution retirement plans and transitioning participants into IRAs. The Customer Service Representative also supports American Trust Custody's involuntary rollover product.

Skills/Abilities Ability to handle a high call volume (up to 60+ calls per day), while maintaining a high level of customer service and representing the company and its services professionally and with polish Ability to manage multiple tasks simultaneously and thrive in a fast-paced environment Ability to act in a consultative fashion and offer creative ways to address needs Ability to work with other team members in solving complex customer requests and completing all tasks on time Basic computer literacy (Microsoft Office suite and Adobe), with the ability to quickly learn new systems, navigate digital tools, and troubleshoot basic technical issues independently Excellent math and analytical skills including use of Excel Experience in writing policies and procedures