IRA Services Specialist - Client Support & Accounts

Ascensus; Bismarck (ND); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver outstanding owner support, verify documentation, and process IRA-related requests. You will assist with service agreements, data input, and back-office tasks while upholding security and compliance standards.

Ideal candidates will have strong communication skills, basic ERISA knowledge, and a proactive approach to process improvements within a collaborative team environment.

Qualifications

• Excellent communication with clients and colleagues; clear documentation of procedures.
• Basic ERISA/product knowledge expected; proficiency with standard office software.
• Ability to solve problems using established procedures and resources.
• Attention to detail while keeping the bigger process in mind.
• Maintains composure and resolves conflicts within team when needed.
• Willingness to train others on specific tasks.
• Makes decisions with guidance on participant/plan level transactions.
• Plans tasks 1–2 days ahead and adapts to changing priorities.
• Manages time effectively with defined priorities and occasional interruptions.
• Independent work style with collaboration when required.
• Proactive in taking on additional responsibilities.
• Degree in business or equivalent industry experience preferred.
• Knowledge of financial services and IRA products is desirable.
• Proficient with PCs and MS Office.
• CISP certification is a plus.

Responsibilities

• Provide front-line call center support to IRA Owners and answer inquiries.
• Process applications, verify documents, and input data accurately.
• Handle distribution requests and rollovers from 401(k) plans.
• Process IRA Service Agreements and maintain account data.
• Support back-office tasks and assist IRA Owners with operations.
• Ensure data is securely handled and compliant with policies.
• Identify process improvements from daily contact with customers.
• Collaborate with internal teams to meet service levels.
• Document procedures and participate in special projects as needed.

Skills

Communication

Technical knowledge

Problem solving

Detail oriented

Conflict resolution

Training/mentoring

Risk taking/decision making

Planning/organizing

Time management

Work style

Initiative/work ethic

Bachelor’s degree preferred

Financial services knowledge

PC proficiency

CISP certification

Education

Bachelor’s degree in business

Job description

Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist to deliver outstanding owner support, verify documentation, and process IRA-related requests. You will assist with service agreements, data input, and back-office tasks while upholding security and compliance standards.

Ideal candidates will have strong communication skills, basic ERISA knowledge, and a proactive approach to process improvements within a collaborative team environment.