IRA Customer Service Specialist II, Trust Services

Customer SupportCustomer SupportFull TimeRemoteMid LevelTeam 5,001-10,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

Nevada + 1 moreAll locations: Nevada | Pennsylvania

Posted

4 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

IRA Customer Service Specialist II, Trust Services

Ascensus

• Deliver exceptional customer service in all contact interactions • Provide advanced technical and operational assistance to IRA customers • Assist Financial Advisors with IRA onboarding and new plan setup • Process daily transactions including new IRA plans, distribution requests, and payroll contributions • Monitor reports and fix processing errors • Act as a subject matter expert for IRA-related inquiries

Job Requirements

  • A minimum of 2 years retirement services industry experience
  • Bachelor’s degree in business preferred
  • Moderate ERISA knowledge
  • Technical expertise in Operations
  • Problem-solving skills
  • Effective documentation and explanation of solutions
  • Conflict resolution within the team
  • Ability to independently make decisions on transactions
  • Planning for specific tasks
  • Ability to manage own tasks and conflicting priorities
  • Initiative to seek additional responsibilities
  • Regularly participates in projects

Benefits

  • Health insurance
  • 401(k)
  • Paid time off
  • Professional development

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