IRA Services Specialist II: Onboarding & Support

Ascensus; United States; Remote; USD 45,000 - 60,000; Full time

Job summary

Ascensus is looking for an IRA Customer Service Specialist II to deliver exceptional customer service and support Financial Advisors with IRA onboarding and transactions. You will utilize your IRA knowledge in assisting Employers and IRA Owners, ensuring smooth operations and compliance.

The ideal candidate will have a Bachelor’s degree and at least 2 years of relevant experience in the retirement services industry, demonstrating strong communication, problem-solving skills, and a customer-focused approach.

Qualifications

• Minimum of 2 years in the retirement services industry.
• Proficient in explaining complex IRA processes clearly.
• Experience with customer-related tasks and solving problems.

Responsibilities

• Deliver exceptional customer service through various IRA-related tasks.
• Support Financial Advisors with onboarding IRA plans.
• Process daily transactions and payroll contributions.

Skills

IRA knowledge

Customer service

Problem solving

Detail oriented

Communication

Education

Bachelor’s degree in business

Job description

Ascensus is looking for an IRA Customer Service Specialist II to deliver exceptional customer service and support Financial Advisors with IRA onboarding and transactions. You will utilize your IRA knowledge in assisting Employers and IRA Owners, ensuring smooth operations and compliance.

The ideal candidate will have a Bachelor’s degree and at least 2 years of relevant experience in the retirement services industry, demonstrating strong communication, problem-solving skills, and a customer-focused approach.