529 Intern - India

Section 1: Position Summary

We are part of a leading financial services organization supporting one of the most successful 529 College Savings Programs in the United States. Our Government Savings business is dedicated to helping families plan for future educational goals through efficient, customer-focused, and compliant operational processes.

We believe in developing future talent by providing meaningful learning opportunities, real-world business exposure, and hands-on experience in financial services operations. As an intern, you'll work alongside experienced professionals, contribute to critical business functions, and gain valuable insights into a growing and impactful industry.

Section 2: Job Functions, Essential Duties and Responsibilities

Deposit Processing

• Review and process incoming deposit transactions accurately and within established timelines.
• Validate transaction details and supporting documentation.
• Identify, investigate, and escalate exceptions, discrepancies, or incomplete requests.
• Maintain high levels of accuracy while managing transaction volumes during peak periods.
• Ensure compliance with operational procedures, quality standards, and regulatory requirements.

Non-Financial Queue Management

• Process account maintenance requests and related non-financial transactions.
• Review customer documentation and update account information as required.
• Conduct data verification and quality checks to ensure accurate recordkeeping.
• Monitor assigned work queues and prioritize requests based on established guidelines.
• Escalate complex cases and exceptions to senior team members for resolution.

General

• 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.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

Education

• MBA (Finance) graduates from the 2026 graduating batch.

Skills & Competencies

• Strong typing and data entry skills with the ability to process high volumes of transactions accurately and efficiently.
• Excellent attention to detail and commitment to quality.
• Basic proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word.
• Strong analytical and problem-solving skills.
• Effective written and verbal communication abilities.
• Ability to maintain confidentiality and adhere to compliance and operational standards.
• Demonstrated willingness to learn and adapt in a fast-paced environment.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

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.

About Us

Ascensus helps millions of people save for a better future.

What makes any career at Ascensus so rewarding?

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• ​Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100​
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress