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© All Rights Reserved. ApplyBlast.com
Ascensus
The IRA Customer Service Specialist delivers exceptional customer service to IRA Owners by providing front-line call center and operational process support. This role involves processing applications, verifying documentation, handling distribution requests and rollovers, and responding to inquiries regarding Traditional and Roth IRAs. The position requires advanced knowledge of IRA products and regulations to ensure accurate and timely service.
Headquarters
Dresher, Pennsylvania, United States
Company Size
5001-10000 employees
Founded
1980
Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ascensus.
Ascensus didn’t post a salary, so this is our estimate from similar listings.
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