Ascensus

Compensation

Full Description

Job Title: IRA Customer Service Specialist II Company Overview: Ascensus is a leading provider of retirement and college savings solutions dedicated to helping individuals and families achieve their financial goals. With a strong commitment to customer service and innovation, Ascensus supports millions of clients nationwide through a comprehensive suite of IRA and savings products. Role Overview: As an IRA Customer Service Specialist II, you will play a critical role in delivering exceptional service to our clients by leveraging your advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRAs. You will be the go-to expert for complex IRA inquiries, ensuring customer satisfaction and compliance with regulatory standards. What You'll Do: - You will provide expert guidance and support to customers regarding Traditional, Roth, SEP, and SIMPLE IRA accounts. - You will resolve complex customer inquiries and issues with professionalism and accuracy. - You will ensure compliance with all regulatory requirements and company policies in every customer interaction. - You will collaborate with internal teams to streamline processes and improve the customer experience. - You will document customer interactions thoroughly and maintain accurate records. - You will stay current with industry trends, regulations, and product updates to provide informed assistance. - You will assist in training and mentoring junior customer service specialists. What You Bring: - Minimum of 3 years of experience in IRA customer service or a related financial services role. - Advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA products and regulations. - Strong problem-solving skills and attention to detail. - Excellent communication and interpersonal skills. - Ability to manage multiple priorities in a fast-paced environment. - Proficiency with customer service software and Microsoft Office Suite. Bonus Points If You Have: - Experience with retirement plan administration or compliance. - Certification in financial services or retirement planning (e.g., CFP, CRPC). - Familiarity with CRM systems and data management tools. - Bilingual abilities to support diverse customer populations. What We Offer: - We offer a competitive salary and comprehensive benefits package. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible work arrangements to promote work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To join our team as an IRA Customer Service Specialist II, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to hearing from you!