IRA Client Care Specialist — Customer & Operations

Ascensus; Greensboro (NC); Hybrid; USD 42,000 - 60,000; Full time

Job summary

The position requires effective communication, data accuracy, and adherence to regulatory guidelines, with opportunities to grow in a client-centric environment and contribute to process improvements.

Qualifications

• Clear and effective written and verbal communication with clients and colleagues
• Minimal ERISA knowledge required; strong willingness to learn
• Demonstrates problem solving with available resources and procedures
• Attention to detail with the ability to see the big picture
• Able to resolve conflicts within a team and maintain positive relationships
• Able to train/mentor fellow associates on specific tasks
• Makes reasonable, informed decisions on participant/plan level transactions
• Plans tasks 1–2 days in advance and adapts to changing priorities
• Works well independently and seeks opportunities to improve processes
• Shows initiative and strong work ethic; takes on additional duties when needed
• Bachelor’s degree preferred or equivalent industry experience
• Knowledge of financial services industry and IRA products
• Proficiency with PCs and Microsoft Office applications
• CISP certification is a plus

Responsibilities

• Adopt emerging technologies and platforms to accelerate growth and support Ascensus’ mission
• Protect and handle confidential data to prevent unauthorized access or disclosures
• embody Core Values of People Matter, Quality First and Integrity Always in daily actions
• Provide technical and operational assistance to IRA Owners
• Assist IRA Owners with back-office functions
• Interact with IRA Owners to answer questions and explain IRA regulations
• Process IRA Service Agreements accurately
• Input and verify customer information during initial applications
• Process distribution requests within defined service levels
• Scan data into the optical imaging system
• Open, maintain and close IRA accounts
• Continuously develop skills and industry knowledge for better customer interactions
• Recommend and implement improvements to back-office processes
• Perform other duties and special projects as assigned

Skills

Communication Skills

Time Management

Detail Oriented

Problem Solving

Training/Mentoring

Initiative/Work Ethic

Risk Taking/Decision Making

Planning/Organizing

Conflict Resolution

Education

Bachelor’s degree in business

Industry related work experience

Certified IRA Services Professional (CISP) a plus

Tools

Microsoft Office

Job description

The position requires effective communication, data accuracy, and adherence to regulatory guidelines, with opportunities to grow in a client-centric environment and contribute to process improvements.