IRA Customer Service Specialist II

🔥 0 minutes ago

🎰 Nevada – Remote

🎰 Nevada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

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.

📋 Description

• Deliver exceptional customer service across all customer contact interactions • Provide front-line call center, operational process, and sales support to Financial Advisors, Employers, and IRA Owners • Work with Financial Advisors to set up new SEP or SIMPLE IRA plans • Assist Employers with submitting payroll contributions and onboarding • Help IRA Owners complete and submit applications, distribution requests, and web-based transactions • Process daily IRA transactions, including new plan setup, distribution requests, and payroll contributions • Follow up on processing errors and other issues • Provide advanced technical and operational assistance to IRA customers • Input and verify customer and new plan information • Open, maintain, and close IRA accounts • Recommend and implement improvements to back-office processes • Monitor reports and resolve processing errors • Act as a subject matter expert for the IRA department and other Ascensus departments • Create ad hoc reports and perform assigned duties and special projects

🎯 Requirements

• Minimum of 2 years of retirement services industry experience • Bachelor’s degree in business preferred • Ability to communicate regularly with peers, colleagues, leadership, clients, and periodically with partners • Ability to explain and document complex processes clearly • Ability to influence and gain cooperation from clients and partners • Moderate ERISA knowledge or job-specific technical knowledge regarding abandoned plan regulations • Technical expertise in more than one Operations area and functional knowledge of other Operations areas • Ability to identify and solve complex process problems • Ability to document and explain solutions effectively • Ability to make independent decisions on participant- or plan-level transactions • Ability to recognize unusual situations and escalate them appropriately • Ability to plan, organize, prioritize, and manage tasks • Ability to work independently and maintain rapport with others • Proactive approach to meeting deliverables, seeking responsibilities, participating in projects, obtaining feedback, and applying training