IRA Customer Service Specialist II
Ascensus(3 months ago)
About this role
The IRA Customer Service Specialist II is a mid-level role at Provident Trust Group supporting the company’s IRA and retirement account administration business. The position is centered within the IRA department and requires deep familiarity with IRA products while serving as an operational subject matter resource.
Required Skills
- IRA Knowledge
- Customer Service
- Transaction Processing
- Data Entry
- ERISA Knowledge
- Sales Support
- Onboarding
- Reporting
- Problem Solving
- Communication
+1 more
Qualifications
- Bachelor's Degree in Business (Preferred)
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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