IRA Customer Experience Specialist

Ascensus

North Dakota

Hybrid

USD 42,000 - 65,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental & vision benefits

Health Savings Account

Paid time off

401(k) & 529 college savings match

Job summary

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver exceptional service to IRA Owners. The role involves front-line call center support, handling applications, verifying documents, and processing distributions and rollovers with accuracy and compliance.

Ideal candidates have strong IRA knowledge, excellent communication, and a commitment to core values of service and integrity.

Qualifications

Bachelor’s degree in business preferred or industry-related work experience commensurate to the position.
Knowledge of financial services industry and IRA products.
Proficiency with PCs including Microsoft Office software applications.
Certified IRA Services Professional (CISP) a plus.

Responsibilities

Provide technical and operational assistance to IRA Owners.
Assist IRA Owners with back-office functions.
Interact with IRA Owners, answering questions and guidance on IRA accounts and regulations.
Process IRA Service Agreements.
Input and verify data for initial applications.
Process distribution requests within defined service levels.
Scan data into optical imaging system.
Open, maintain and close IRA accounts.
Pursue ongoing skill and industry knowledge to improve service quality.
Suggest and implement improvements to back-office processes.
Handle additional duties and special projects as assigned.