IRA Services Specialist — Frontline Support & Guidance

Ascensus; Pennsylvania; Hybrid; USD 55,000 - 75,000; Full time

Job summary

Provident Trust Group, an Ascensus company, is seeking an IRA Customer Service Specialist to deliver exceptional service to IRA Owners. You will handle applications, verify documents, process distributions and rollovers, and respond to inquiries with attention to regulatory guidelines.

The role requires strong communication, data accuracy, and collaboration across teams to ensure accurate account setup and ongoing maintenance. Prior IRA experience is valued.

Qualifications

• Clear and effective communication with clients and colleagues.
• Basic ERISA or retirement account knowledge.
• Ability to document procedures clearly and follow defined processes.
• Attention to detail in processing IRA applications and distributions.
• Willingness to learn and mentor others in the team.

Responsibilities

• Provide front-line call center and operational support to IRA Owners.
• Process IRA service agreements and initial applications, verify documentation.
• Handle distribution requests and rollovers; respond to IRA owner inquiries.
• Input and verify customer data; scan documents into imaging systems.
• Assist with back-office IRA account opening, maintenance, and closing.
• Suggest improvements to back-office processes based on daily interactions.

Skills

Communication skills

Technical knowledge

Problem solving

Detail oriented

Conflict resolution

Training/mentoring

Risk taking/decision making

Planning/organizing

Time management/prioritization

Work style

Initiative/work ethic

Financial services knowledge

Education

Bachelor’s degree in business

Industry related work experience

Tools

Microsoft Office

CISP certification

Job description

Provident Trust Group, an Ascensus company, is seeking an IRA Customer Service Specialist to deliver exceptional service to IRA Owners. You will handle applications, verify documents, process distributions and rollovers, and respond to inquiries with attention to regulatory guidelines.

The role requires strong communication, data accuracy, and collaboration across teams to ensure accurate account setup and ongoing maintenance. Prior IRA experience is valued.