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Processing Clerk

Dresher, PA

Posted: 09/04/2018 Employment Type: Direct Hire Areas of Expertise: Office Positions Job Number: 98623 Pay Rate: $15.25/hr

A Processing Clerk is needed for a Direct-hire position in Dresher, PA!

Our client company is one of the largest national retirement, health savings, and college savings services provider in America. With over 8 million customers and 35 years in the business, the company is thriving! They provide personalized solutions and pioneer their industry by integrating advanced technology—creating the best client experience they possibly can. 

The Client Service Representative is responsible for 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.

Responsibilities of the Processing Clerk include:

  • Completing core corporate training and develop solid knowledge of systems.
  • Staying up-to-date on 529 and financial services industry knowledge in support of clients.
  • Providing constructive feedback to team members, focusing on the quality assurance on each team member’s work.
  • Being willing to assist other functional areas.
  • Handling multiple aspects of accounts, including set-up, account contributions, account disbursements, and fund transfers and exchanges.
  • Corresponding with clients.
  • Consistently meeting productivity, timeliness, and quality standards.
  • Performing quality assurance on transactions processed by peers.
  • Consistently improving job knowledge to advance service capabilities through training and self-study.
  • Providing suggestions on how to improve quality/productivity.
  • Learning and following plan rules and procedures that vary by partner/plan.
  • Coming up with project ideas to improve departmental functions.
  • Assisting management during busy periods by mentoring and evaluating temporary staff.
  • Being willing to assist other functional areas.

Perks of Working with Our Client Company:

Our client company takes care of their employees by offering those with permanent positions a comprehensive benefits package that includes:

  • Health and Dental insurance
  • Life and Disability insurance
  • Mental health care
  • 401K plan
  • Performance bonus
  • Maternity and Paternity leave
  • Paid Time Off and Paid holidays
  • Tuition assistance
  • Opportunities for advancement
  • And more!


  • Bachelor’s Degree or equivalent experience
  • Minimum 1 year of experience in a professional work environment preferred
  • Thrives in a busy work environment
  • Strong problem-solving, organizational, and multitasking skills
  • Flexible and adaptable to changing business needs
  • Analytical with strong attention to detail
  • Proficient with PCs and typing
  • Prior financial service industry experience
  • Series 6 and 63 licenses are preferred
  • Solid verbal, written, and interpersonal communication skills
  • A team player who possesses leadership qualities and works well independently

Aly Reinhard

Aly specializes in placing top talent in the Accounting/Finance, Human Resources, and Office/Call Center space. She has experience recruiting nationwide and assisting job seekers in their next career.
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