IRA Client Experience Specialist

Ascensus; Dresher (Montgomery County); On-site; USD 52,000 - 70,000; Full time

Job summary

Provident Trust Group, part of Ascensus, seeks an IRA Customer Service Specialist to deliver exceptional service to IRA Owners. The role emphasizes accurate processing of applications, beneficiary distributions, and back-office support in a fast-paced environment.

Strong communication and data entry skills are essential, with proficiency in Microsoft Office and familiarity with IRA regulations. Join a client-focused team that values integrity and service excellence.

Qualifications

• Clear and effective written/verbal communication skills in client interactions.
• Basic ERISA knowledge or related regulatory concepts.
• Ability to document procedures and follow defined processes.

Responsibilities

• Provide front-line customer service to IRA Owners via call center and emails.
• Process IRA applications, verify documents, and handle distribution requests.
• Assist with back-office IRA operations and data entry for new accounts.
• Answer questions and guide owners on IRA accounts and regulations.
• Process Service Agreements and support imaging data entry.
• Support continuous improvement in back-office processes through daily interactions.

Skills

Communication Skills

Technical Knowledge

Problem Solving

Detail Oriented

Conflict Resolution

Training/Mentoring

Risk Taking/Decision Making

Planning/Organizing

Time Management/Prioritization

Work Style

Initiative/Work Ethic

Microsoft Office

CISP (Certified IRA Services Pro)

Education

Bachelor's degree in business

Tools

Microsoft Office

CISP (Certified IRA Services Professional)

Job description

Provident Trust Group, part of Ascensus, seeks an IRA Customer Service Specialist to deliver exceptional service to IRA Owners. The role emphasizes accurate processing of applications, beneficiary distributions, and back-office support in a fast-paced environment.

Strong communication and data entry skills are essential, with proficiency in Microsoft Office and familiarity with IRA regulations. Join a client-focused team that values integrity and service excellence.