IRA Client Care & Operations Specialist

Ascensus; Town of Florida (NY); On-site; USD 52,000 - 75,000; Full time

Job summary

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver exceptional support for IRA Owners, handling applications, documentation, distributions, and inquiries. The role emphasizes knowledge of Traditional and Roth IRAs and front-line call center operations.

You will process service agreements, verify data, and collaborate with internal teams to ensure accuracy and timely service levels while maintaining confidentiality and data security.

Qualifications

• Strong written and verbal communication with clients and internal teams.
• Ability to document procedures clearly and follow processes.

Responsibilities

• Provide front-line IRA owner support and answer inquiries.
• Process IRA service agreements and data entry for new accounts.
• Assist with back-office IRA tasks and distributions.

Skills

Communication

Problem Solving

Detail Oriented

Time Management

Initiative

Education

Bachelor's degree in business

Tools

Microsoft Office

Job description

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver exceptional support for IRA Owners, handling applications, documentation, distributions, and inquiries. The role emphasizes knowledge of Traditional and Roth IRAs and front-line call center operations.

You will process service agreements, verify data, and collaborate with internal teams to ensure accuracy and timely service levels while maintaining confidentiality and data security.