IRA Customer Service Specialist – Trust Services

This is a fully remote position, open to applicants in North Dakota.

📋 Description

• Deliver outstanding customer service to IRA owners across all forms of contact.

• Serve as the primary support for call center operations and processes for IRA owners.

• Manage the processing of applications and IRA Service Agreements.

• Validate and enter customer data for initial applications.

• Handle distribution requests and 401(k) rollovers while adhering to established service levels.

• Extract fees and input data into the optical imaging system.

• Open, manage, and close IRA accounts as necessary.

• Offer technical and operational support along with back-office assistance.

• Address inquiries and provide advice regarding IRA accounts and relevant regulations.

• Suggest and implement ongoing enhancements to back-office procedures.

• Safeguard and manage confidential information belonging to Ascensus and its clients.

• Embrace and utilize new technologies, platforms, and evolving practices.

• Execute additional responsibilities and special projects as assigned.

⛳️ Requirements

• Extensive knowledge of Traditional and Roth IRAs.

• Familiarity with the financial services sector and IRA product offerings.

• Proficient in using PCs, including Microsoft Office software applications.

• Basic understanding of ERISA regulations or relevant job-specific technical knowledge is required.

• Capability to communicate effectively with clients, peers, and colleagues across different business units.

• Skill in documenting clear and comprehensible procedures.

• Ability to resolve issues utilizing available resources and established procedures.

• Capacity to work autonomously on specific assignments with some guidance for more complex tasks.

• A bachelor's degree in business is preferred, or equivalent industry-related experience.

• Certification as an IRA Services Professional (CISP) is an advantage.

🏝️ Benefits

• Equal Opportunity Employer.

• The employer assures that it will never request payment from applicants or require them to buy equipment.