IRA Customer Service Specialist

IRA Customer Service Specialist

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries.

Job Functions, Essential Duties and Responsibilities :

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Provide technical and operational assistance to IRA Owners
• Assist all IRA Owners with back-office functions
• Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them
• 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
• Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions
• Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams
• Perform other duties and special projects as assigned
• Assist with other tasks and projects as assigned

Experience, Skills, Knowledge Requirements :

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.