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IRA Customer Service Specialist II, Trust Services
AscensusIRA Customer Service Specialist providing support to Financial Advisors and IRA Owners. Delivering exceptional customer service and handling daily transactions for retirement accounts.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Comp & perks- Health insurance
- 401(k)
- Paid time off
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
technical expertiseoperationstransaction processingIRA onboardingnew plan setupreport monitoringerror fixing
Soft Skills
customer serviceproblem-solvingeffective documentationconflict resolutiondecision makingtask managementinitiative