Customer Service Representative
$15.50 - $21/hr
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art ... The Customer Service Representative also supports American Trust Custody's involuntary rollover ...
60 Ascensus Customer Service Representative Jobs Hiring Near You
Customer Service Representative
$15.50 - $21/hr
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art ... The Customer Service Representative also supports American Trust Custody's involuntary rollover ...
Customer Service Representative
Pittsburgh, PA · On-site
$15 - $20.25/hr
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art ... The Customer Service Representative also supports American Trust Custody's involuntary rollover ...
Customer Service Representative
Pittsburgh, PA · On-site
$15 - $20.25/hr
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art ... The Customer Service Representative also supports American Trust Custody's involuntary rollover ...
Customer Service Representative
Pittsburgh, PA · On-site
$15.50 - $21/hr
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art ... The Customer Service Representative also supports American Trust Custody's involuntary rollover ...
Customer Service Representative
Pittsburgh, PA · On-site
$15.50 - $21/hr
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art ... The Customer Service Representative also supports American Trust Custody's involuntary rollover ...
Account Services Representative
Tampa, FL · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Tampa, FL · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Dresher, PA · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Dresher, PA · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Charlotte, NC · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Charlotte, NC · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Philadelphia, PA · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Philadelphia, PA · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Boston, MA · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Boston, MA · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Dallas, TX · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Account Services Representative
Dallas, TX · Remote
$18.75 - $19/hr
Ascensus is the leading independent technology and service platform powering savings plans across ... Regular, reliable and punctual attendance Requirements: * 1+ years of customer service experience ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Call Center Representative Ascensus is the leading independent technology and service platform ... The associate provides excellent customer service through phone calls, emails and/or online chat ...
Ascensus Jobs Information
What is it like to work at Ascensus?
Ascensus is a company that values collaboration and innovation, fostering a dynamic work environment where employees can contribute to the growth and success of the organization.
As a leading provider of retirement and college savings solutions, Ascensus operates with a mission-driven approach, offering a range of products and services that support the financial well-being of individuals and families. The company's team structure is designed to promote open communication and knowledge sharing, with various departments working together to deliver exceptional customer experiences.
Working at Ascensus may appeal to individuals who are passionate about making a positive impact on people's lives through financial services, as the company offers opportunities for professional growth and development in a supportive and inclusive work environment.
As a leading provider of retirement and college savings solutions, Ascensus operates with a mission-driven approach, offering a range of products and services that support the financial well-being of individuals and families. The company's team structure is designed to promote open communication and knowledge sharing, with various departments working together to deliver exceptional customer experiences.
Working at Ascensus may appeal to individuals who are passionate about making a positive impact on people's lives through financial services, as the company offers opportunities for professional growth and development in a supportive and inclusive work environment.
What makes Ascensus an attractive place to work?
Ascensus is a leading provider of retirement plan services, serving over 7 million plan participants and offering a comprehensive suite of solutions for employers and financial institutions. The company fosters a collaborative and innovative work environment, with opportunities for professional growth and development through training programs, mentorship, and cross-functional projects. By joining Ascensus, individuals can contribute to the company's mission of helping people achieve financial well-being and gain valuable experience in the retirement services industry.
Do workers at Ascensus get paid breaks?
Yes. Most people get paid breaks.
79% of people say they get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and July 2026.
79% of people say they get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and July 2026.
Does Ascensus pay people when they’re sick?
Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
At Ascensus, are sick days and vacation days separate paid time off?
Sick days and vacation days are used from the same paid time off.
90% of people say they have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between June 2025 and July 2026.
90% of people say they have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between June 2025 and July 2026.
Is the health insurance from Ascensus affordable enough for their workers?
Most people say the health insurance costs are okay.
92% of people say the health insurance costs are okay
Based on data from 25 people who took the Breakroom Quiz between March 2025 and July 2026.
92% of people say the health insurance costs are okay
Based on data from 25 people who took the Breakroom Quiz between March 2025 and July 2026.
Do people get paid time off at Ascensus?
Most people get paid time off work.
95% of people say they get paid time off.
Based on data from 22 people who took the Breakroom Quiz between June 2025 and July 2026.
95% of people say they get paid time off.
Based on data from 22 people who took the Breakroom Quiz between June 2025 and July 2026.
Do workers at Ascensus worry about hours?
Most people don’t worry about getting enough hours.
94% of people report they don’t worry about getting enough hours.
Based on data from 16 people who took the Breakroom Quiz between November 2024 and August 2025.
94% of people report they don’t worry about getting enough hours.
Based on data from 16 people who took the Breakroom Quiz between November 2024 and August 2025.
Do Ascensus workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
42% report that they don’t have enough control over which shifts they work.
Based on data from 19 people who took the Breakroom Quiz between November 2024 and August 2025.
42% report that they don’t have enough control over which shifts they work.
Based on data from 19 people who took the Breakroom Quiz between November 2024 and August 2025.
How easy is it for Ascensus workers to change shifts?
Most people find it easy to change shifts.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 9 people who took the Breakroom Quiz between December 2024 and August 2025.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 9 people who took the Breakroom Quiz between December 2024 and August 2025.
How easy is it to get time off at Ascensus?
Most people find it easy to get time off.
91% of people report it’s easy to get time off.
Based on data from 34 people who took the Breakroom Quiz between November 2024 and July 2026.
91% of people report it’s easy to get time off.
Based on data from 34 people who took the Breakroom Quiz between November 2024 and July 2026.
Do Ascensus managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 18 people who took the Breakroom Quiz between November 2024 and August 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 18 people who took the Breakroom Quiz between November 2024 and August 2025.
Do jobs at Ascensus spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between November 2024 and August 2025.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between November 2024 and August 2025.
How easy is it to take sick days at Ascensus?
Most people find it easy to take sick days.
89% of people report that it’s easy to take time off if they are sick.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
89% of people report that it’s easy to take time off if they are sick.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
Is working at Ascensus good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
93% of people who care for a child or other relative report this is a good place to work.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and July 2026.
93% of people who care for a child or other relative report this is a good place to work.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Ascensus feel treated with respect by their managers?
Most people feel treated with respect by their managers.
80% of people say they’re treated with respect by their managers.
Based on data from 35 people who took the Breakroom Quiz between December 2024 and July 2026.
80% of people say they’re treated with respect by their managers.
Based on data from 35 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Ascensus get to take their breaks without interruption?
Most people get breaks without interruption.
74% of people report that they get to take their breaks without interruption.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
74% of people report that they get to take their breaks without interruption.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
Is it stressful to work at Ascensus?
Most people feel stressed out here.
76% of people say they often feel stressed out at work.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
76% of people say they often feel stressed out at work.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at Ascensus enjoy their jobs?
Only some people enjoy their job.
39% of people report they don’t enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between November 2024 and July 2026.
39% of people report they don’t enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at Ascensus recommend working with their team?
Only some people recommend working with their team.
51% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and July 2026.
51% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people get enough training when they start at Ascensus?
Some people didn’t get enough training when they started.
44% of people report they didn’t get enough training when they started working here.
Based on data from 36 people who took the Breakroom Quiz between November 2024 and July 2026.
44% of people report they didn’t get enough training when they started working here.
Based on data from 36 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people get support to advance at Ascensus?
Only some people are given support to advance their career here.
In the last year, 39% of people report not being given support to advance their career here.
Based on data from 33 people who took the Breakroom Quiz between November 2024 and July 2026.
In the last year, 39% of people report not being given support to advance their career here.
Based on data from 33 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people think Ascensus’s headquarters understands what’s happening where they work?
Most people think headquarters doesn’t understand what’s happening where they work.
90% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and April 2026.
90% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and April 2026.
Do workers feel well informed about how Ascensus is doing?
Most people feel well informed about how the company is doing.
75% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 32 people who took the Breakroom Quiz between November 2024 and June 2026.
75% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 32 people who took the Breakroom Quiz between November 2024 and June 2026.
What other companies are hiring for Customer Service Representative jobs?
What are the most popular jobs at Ascensus?
What are the most popular categories at Ascensus?
$15.50 - $21/hr
Full-time
Retirement
Posted 7 days ago
Ascensus rating
8.2
Based on 39 frontline employees who took The Breakroom Quiz
45th of 150 rated financial services
Job description
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.
Responsibilities
Answer incoming participant phone calls and resolve or escalate participant questions and concerns
Work with our Admin team to identify inactive and potentially abandoned plans
Locate and update plan and participant records in collaboration with the recordkeeper and Admin team
Perform participant searches using LexisNexis and third party search engines
Calculate benefit payments to participants and beneficiaries
Communicate payment rights and options to participants via written/oral correspondence
Review, monitor, and distribute necessary required paperwork
Assist with the distribution of benefits
Help prepare policy and procedures for the IRA call center and IRA processing
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
Preferred:
Experience in serving the retirement industry through record keeping, administration, custody, or equivalent services
IRA Specialist certification and understand tax rules, escheatment, beneficiary rules, and other IRA regulations
Be 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.
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975