IRA Client Success Specialist II – Onboarding & Support

Ascensus; Nevada (IA); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision benefits

Health Savings Account with employer contribution

401(k) and 529 college savings match programs

Job summary

Ascensus is seeking an IRA Customer Service Specialist II in Nevada, Iowa, to deliver exceptional customer service across all contact interactions. The role demands advanced knowledge of IRAs and offers operational process and sales support to Financial Advisors, Employers, and IRA Owners.

Key responsibilities include providing technical assistance to IRA customers, interacting with clients, and ensuring compliance with IRA regulations. Candidates should have at least 2 years of industry experience and strong communication skills.

Qualifications

• Minimum of 2 years retirement services industry experience.
• Moderate ERISA knowledge and job-specific technical knowledge.
• Ability to identify and resolve complex problems.

Responsibilities

• Provide advanced technical and operational assistance to IRA customers.
• Offer sales support for Financial Advisors.
• Interact directly with customers regarding IRA accounts.

Skills

Communication Skills

Detail Orientation

Problem Solving

Technical Knowledge

Conflict Resolution

Education

Bachelor's degree in business preferred

Job description

Ascensus is seeking an IRA Customer Service Specialist II in Nevada, Iowa, to deliver exceptional customer service across all contact interactions. The role demands advanced knowledge of IRAs and offers operational process and sales support to Financial Advisors, Employers, and IRA Owners.

Key responsibilities include providing technical assistance to IRA customers, interacting with clients, and ensuring compliance with IRA regulations. Candidates should have at least 2 years of industry experience and strong communication skills.