Client Support & IRA Compliance Specialist

Ascensus; Clifton (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Ascensus seeks a Compliance Servicing Specialist in Texas to provide front-line call center and operational support for IRA, ESA, and HSA compliance issues with banks, credit unions, and Ascensus staff. You will develop proficiency in IRS rules, regulatory procedures, and Ascensus processes through extensive training.

The role emphasizes data security, strong communication, listening and problem-solving, and opportunities to cross-sell Ascensus products.

Qualifications

• Experience in a call center environment preferred.
• Proficient use of Microsoft Word, Excel and Outlook.
• Strong written and oral communication skills.
• Demonstrated customer service and problem-solving abilities.

Responsibilities

• Answer inbound calls to provide compliance and operational assistance related to IRA, HSA, ESA and other account types.
• Protect and securely handle confidential data to prevent unauthorized access or disclosure.
• Process death claims and related forms for deceased IRA/HSA/ESA owners.
• Identify cross-sell opportunities for Ascensus products.
• Maintain knowledge of all products and services offered by Ascensus and new products in the market.
• Supervision — N/A

Skills

Call center experience

Communication skills

Customer service

Listening & problem solving

MS Office (Word, Excel, Outlook)

Financial services knowledge

Education

Bachelor’s Degree in Business, Finance or related field

Job description

Ascensus seeks a Compliance Servicing Specialist in Texas to provide front-line call center and operational support for IRA, ESA, and HSA compliance issues with banks, credit unions, and Ascensus staff. You will develop proficiency in IRS rules, regulatory procedures, and Ascensus processes through extensive training.

The role emphasizes data security, strong communication, listening and problem-solving, and opportunities to cross-sell Ascensus products.