IRA Concierge Specialist - Customer & Advisor Support

Brett; Las Vegas (NV); On-site; USD 45,000 - 65,000; Full time

Job summary

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist II to deliver exceptional service to IRA Owners, Employers and Financial Advisors. You will assist with onboarding, payroll contributions, and processing of applications and distributions, while ensuring data accuracy and compliance.

You will collaborate with advisors to set up SEP and SIMPLE IRAs, handle routine transactions, and identify process improvements.

Qualifications

• Minimum of 2 years retirement services industry experience.
• Bachelor’s degree in business preferred.
• Strong communication and documentation of complex processes.
• Ability to influence and collaborate with peers and partners.

Responsibilities

• Provide advanced technical and operational assistance to IRA customers.
• Provide sales support to Financial Advisors, including the onboarding website.
• Set up new SEP or SIMPLE IRA plans with Financial Advisors.
• Support IRA Owners and Employers, including onboarding.
• Input and verify customer information for initial applications.
• Open, maintain, and close IRA accounts; monitor processing and resolve errors.
• Escalate and communicate issues; act as a SME for IRA processes.
• Create ad-hoc reports and participate in special projects.

Skills

Communication skills

ERISA knowledge

Problem solving

Detail oriented

Conflict resolution

Training / mentoring

Decision making

Planning / organizing

Time management

Initiative / work ethic

Education

Bachelor’s degree in business preferred

Job description

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist II to deliver exceptional service to IRA Owners, Employers and Financial Advisors. You will assist with onboarding, payroll contributions, and processing of applications and distributions, while ensuring data accuracy and compliance.

You will collaborate with advisors to set up SEP and SIMPLE IRAs, handle routine transactions, and identify process improvements.