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: The IRA Customer Service Specialist II plays a critical role in delivering exceptional service to clients by providing expert guidance on Traditional, Roth, SEP, and SIMPLE IRAs. This position requires advanced knowledge of IRA products and regulations to ensure customer inquiries are resolved efficiently and accurately. What You'll Do: - You will handle complex customer inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs with professionalism and accuracy. - You will provide clear and detailed explanations of IRA rules, regulations, and account options to customers. - You will resolve customer issues promptly while maintaining a high level of customer satisfaction. - You will collaborate with internal teams to ensure seamless account management and problem resolution. - You will document customer interactions and transactions accurately in the system. - You will stay updated on industry changes and regulatory requirements affecting IRA products. - You will assist in training and mentoring junior customer service specialists. - You will contribute to process improvements to enhance the overall customer experience. What You Bring: - You bring at least 3 years of experience in customer service within the financial services industry, specifically with IRA products. - You have advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA regulations and procedures. - You possess strong communication skills, both verbal and written, to effectively assist customers. - You demonstrate excellent problem-solving abilities and attention to detail. - You are proficient with customer relationship management (CRM) software and Microsoft Office Suite. - You have the ability to work independently and as part of a team in a fast-paced environment. Bonus Points If You Have: - You have experience with retirement plan administration or financial advising. - You hold relevant certifications such as Certified IRA Services Professional (CISP) or similar. - You have a background in compliance or regulatory affairs related to retirement accounts. - You are skilled in using advanced CRM tools and data analysis software. 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 that values diversity. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To apply, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to learning how you can contribute to our team and help our customers achieve their retirement goals.