IRA Customer Service Specialist

Job not on LinkedIn

November 14

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

+2 more states

🐊 Florida – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Deliver exceptional customer service that exceeds IRA Owner expectations • Provide technical and operational assistance to IRA Owners • Process IRA Service Agreements • Data input and verification of all customer information pertaining to the initial application • Process distribution requests correctly and within the service levels defined within partner agreements and operational goals • Scan all data into the optical imaging system • Perform a variety of tasks related to opening, maintaining and closing out IRA accounts • Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams

🎯 Requirements

• Bachelor’s degree in business is preferred or industry related work experience to commensurate to the position • Knowledge of financial services industry and IRA products • Proficiency with PC’s including Microsoft Office software applications • Certified IRA Services Professional (CISP) a plus

🏖️ Benefits

• Health insurance • 401(k) matching