IRA Customer Care Specialist

Ascensus; Austin, Northern (TX, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver exceptional front-line service to IRA Owners, processing applications and managing distributions, rollovers, and data verification. The role emphasizes IRA knowledge, data accuracy, and patient guidance in a fast-paced call-center and back-office environment.

Responsibilities include assisting with back-office tasks, maintaining compliance, and contributing to process improvements while upholding our

Qualifications

• Strong communication with clients and colleagues; clear documentation.
• Basic ERISA knowledge or related field; understanding of IRA products.
• Ability to train/mentor fellow associates on tasks.
• Demonstrated problem solving and initiative in tasks and projects.

Responsibilities

• Provide front-line customer service to IRA Owners; answer questions and guidance on IRA accounts.
• Process applications, verify documentation and data entry.
• Handle distribution requests and rollovers; manage back-office tasks.
• Ensure data security and confidentiality of client information.
• Support process improvements and back-office efficiencies.
• Assist with special projects as needed.

Skills

Communication skills

Technical knowledge

Problem solving

Detail oriented

Conflict resolution

Training/mentoring

Decision making

Planning/organizing

Time management

Initiative

Work ethic

Education

Bachelor’s degree in business

CISP certification (preferred)

Tools

Microsoft Office

Job description

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver exceptional front-line service to IRA Owners, processing applications and managing distributions, rollovers, and data verification. The role emphasizes IRA knowledge, data accuracy, and patient guidance in a fast-paced call-center and back-office environment.

Responsibilities include assisting with back-office tasks, maintaining compliance, and contributing to process improvements while upholding our