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 innovation and customer satisfaction, Ascensus offers a supportive and dynamic work environment where employees can grow and make a meaningful impact. Role Overview: As an IRA Customer Service Specialist II, you will play a critical role in delivering exceptional service to our clients by providing expert guidance on Traditional, Roth, SEP, and SIMPLE IRAs. Your advanced knowledge and customer-focused approach will ensure that client interactions exceed expectations and contribute to their financial well-being. What You'll Do: - You will provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs. - You will manage customer interactions across multiple channels, ensuring timely and accurate responses. - You will educate clients on IRA products, features, and regulatory requirements. - You will collaborate with internal teams to resolve issues and improve service delivery. - You will maintain detailed and accurate records of customer interactions and transactions. - You will stay current with industry regulations and company policies to ensure compliance. - You will identify opportunities to enhance the customer experience and contribute to process improvements. What You Bring: - Minimum of 3 years of experience in customer service within the financial services or retirement industry. - Advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA products and regulations. - Strong communication and interpersonal skills with the ability to handle complex customer situations. - Proficiency with CRM systems and Microsoft Office Suite. - Ability to work independently and as part of a team in a fast-paced environment. Bonus Points If You Have: - Experience with IRA account administration or processing. - Familiarity with financial compliance and regulatory standards. - Certification in retirement planning or related fields. - Bilingual skills or additional language proficiency. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support 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!