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Ascensus

20 Ascensus Operations Jobs Hiring Near You

ASCENSUS

Compliance Servicing Specialist

Baxter, MN · On-site

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 ...

ASCENSUS

Mail Operations Representative

Newton, MA · On-site

Section 1: Position Summary The Mail Operations Representative is accountable for providing high ... Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus ...

ASCENSUS

Financial Operations Associate

Charlotte, NC · Remote

Ascensus is the leading independent technology and service platform powering savings plans across ... various financial operations activities including but not limited to: quarterly automated ...

ASCENSUS

ERISA Consultant

Charlotte, NC · On-site

Section 1: Position Summary The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational ...

ASCENSUS

Financial Operations Associate

Dresher, PA · Remote

Ascensus is the leading independent technology and service platform powering savings plans across ... various financial operations activities including but not limited to: quarterly automated ...

ASCENSUS

Financial Operations Associate

Austin, TX · Remote

Ascensus is the leading independent technology and service platform powering savings plans across ... various financial operations activities including but not limited to: quarterly automated ...

ASCENSUS

ERISA Consultant

Philadelphia, PA · On-site

Section 1: Position Summary The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational ...

ASCENSUS

ERISA Consultant

Dresher, PA · On-site

Section 1: Position Summary The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational ...

ASCENSUS

ERISA Consultant

Dresher, PA · On-site

Section 1: Position Summary The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational ...

ASCENSUS

ERISA Consultant

Charlotte, NC · On-site

Section 1: Position Summary The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational ...

ASCENSUS

ERISA Consultant

Charleston, SC · On-site

Section 1: Position Summary The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational ...

ASCENSUS

Retirement Service Consultant

Tampa, FL · On-site

Ascensus is the leading independent technology and service platform powering savings plans across ... Apply industry knowledge to all facets of retirement operations and service. * Ensure that our ...

All JobsAscensus Operations Jobs

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
What are the most popular job types at Ascensus?
    What are the most popular jobs at Ascensus?
    What are the most popular categories at Ascensus?
    Infographic showing various Operations job openings at Ascensus in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 64% Physical, 5% Hybrid, and 31% Remote job distribution.

    Compliance Servicing Specialist

    ASCENSUS

    Baxter, MN • On-site

    Full-time

    Posted 6 days ago

    Ascensus rating

    8.2

    Company rating: 8.2 out of 10

    Based on 39 frontline employees who took The Breakroom Quiz

    45th of 150 rated financial services

    Job description

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

    Section 1: Position Summary

    The 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.

    Section 2: Job Functions, Essential Duties and Responsibilities

    • Responsible 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.
    • Our 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.
    • Answer inbound phone calls from our clients to provide compliance and operational assistance related to IRA, HSA, ESA and other account types as necessary.
    • Process death claims and miscellaneous forms related to the death claim process for our client's deceased IRA, HSA or ESA account owners.
    • Take 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.

    Supervision  

    • N/A

    Section 3:  Experience, Skills, Knowledge Requirements

    • Bachelor's Degree in Business, Finance or a trade-off in related work experience
    • Previous experience in a call center environment preferred.
    • Proficient use of Microsoft Word, Excel and Outlook.
    • Previous knowledge of financial services industry specifically related to financial organizations such as Credit Unions and Banks
    • Strong written and oral communication skills
    • Demonstrated customer service skills
    • Proven ability to use effective listening and problem solving skills

    We are proud to be an Equal Opportunity Employer

    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.

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