IRA Client Success Specialist II
Ascensus
Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist II to deliver exceptional service in a high-volume setting. You will support Financial Advisors, Employers, and IRA Owners with onboarding, payroll contributions, and transaction processing, while maintaining accuracy and regulatory compliance. The role emphasizes advanced IRA knowledge, client communication, and continuous process improvement, with opportunities to mentor colleagues and drive efficient #J-18808-Ljbffr Ascensus
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the IRA Client Success Specialist II in Brooklyn, NY vacancy
- ...retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate... ...Summary The IRA Customer Service Specialist II position is responsible for delivering exceptional... ...colleagues (including leadership), and clients on a regular basis and periodically with...SuggestedSecond jobFlexible hours
- CEVA Logistics is seeking a Customer Success Professional II to independently manage day-to-day customer success activities for assigned Contract Logistics accounts. You will build relationships, support renewals and service expansions, and coordinate with the juiste teams...SuggestedContract work
$17.2 per hour
...Description Billing Representative II - Monday to Friday, Between 7:... ...factors are also considered. Successful candidates may be eligible to... ...401(k) pre-tax and/or Roth IRA with company match up to 5% after... .... Will work with Patient, Client and/or Third Party insurance bills...SuggestedHourly payFull timePart timeRemote workMonday to FridayFlexible hoursQuest Diagnostics
Brooklyn, NY5 days ago- ...Billing Specialist IIHeartShare Human Svs, 330 Jay St 29th FL, Brooklyn... ...Billing Specialist II manages the billing process for... ...Individualized Residential Alternatives (IRA)Community Living Program (CLP... ...be met by an employee to successfully perform the essential...SuggestedHourly payWeekly payFull timePart timeBank staffWork at officeRemote workMonday to FridayFlexible hours
HeartShare
Brooklyn, NY2 days ago - Select how often (in days) to receive an alert: CUSTOMER SERVICE REP II - SSC Date: Sep 24, 2026 Location: Tempe, Arizona, United States... ...Our close-knit team of dedicated professionals has made us the success we are today. In exchange for their hard work, we support our...Suggested
- Description The Customer Service Representative II is responsible for supporting daily sales... ...seamless product transportation for our clients. We empower our employees to steer their... ...and ownership as fundamental drivers of success within our organization. Disclaimer...Temporary workWork at office
$19.13 - $28.69 per hour
...Branch Banking - Client Consultant II-Licensed Location: Brooklyn, NY 11229 The Branch Banking Client Consultant II provides best in class... ...right team member(s) to achieve growth targets and execute successful sales initiative. Provide positive client experience by assisting...Hourly payLocal areaFlagstar Bank
Brooklyn, NY3 days ago$18.15 - $22.69 per hour
The Administrative Support Assistant II serves as a key member of the Eller College of Management Undergraduate Programs Office, providing... ..., and support for department initiatives and projects. The successful candidate will be highly organized, customer service oriented,...Hourly payFull timePart timeWork experience placementWork at officeRelocationMonday to FridayWeekend workAfternoon shift$17.12 - $26.97 per hour
...Branch Banking Client Consultant II Location: Ozone Park, NY 11416 Job Summary: Branch Banking Client Consultant II provides best in... ...right team member(s) to achieve growth targets and execute successful sales initiative. Client Experience: Provide positive client...Local area- Crane Aerospace & Electronics in Burbank, CA is seeking a Customer Service Administrator II to support sales success through essential administrative duties for assigned customers. You will liaise with Customer Account Managers and Regional Sales Managers to ensure accurate...
- ...Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout... ...approach to insurance and risk management. The Client Success Specialist independently manages and coordinates core policy renewal lifecycle...Work at officeLocal area
$29 per hour
...alternative application process. PURE HomeRiver is seeking an Inside Client Advisor II who thrives on competition, performance, and achieving... ...You are a confident self-starter who takes ownership of your success, embraces challenges, and is motivated by the opportunity to...Hourly payContract workWork at officeLocal area- ...Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience for our customers. Your Role at Dollar Tree: As...Contract workPart timeLocal area
Dollar Tree
Brooklyn, NY5 days ago $23 - $25.9 per hour
...Job Description Phlebotomist II - Littleton, CO, Monday to Friday... ...factors are also considered. Successful candidates may be eligible to... ...services 401(k) pre-tax and/or Roth IRA with company match up to 5%... ...training. Research test/client information and confirm and verify...Full timePart timeWork experience placementMonday to FridayFlexible hoursQuest Diagnostics
Brooklyn, NY3 days ago- ...health!****Patient Services Representative II** Are you passionate about quality and... ...and initiating necessary referrals for specialist appointments, procedures and tests.* Organizes... ...and Abilities*** Ability to interact successfully with the public. Ability to perform...Contract workShift workDay shift
$65k - $72k
...intake performance measurable and repeatable. The role The Client Success Associate (CSA) serves as the operational backbone of the Client... ...just what it says Run internal check-ins with the coach and specialist assigned to your accounts, and hold delivery timelines...Work experience placementWork at officeRemote work- ## Customer Service Representative (Loan Consultant II)Apply: Shamokin Dam PA 0383: Full time: Posted Yesterday: R-010028At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment...Full timeWork at office
- Description Job Title: Personnel Assistant II Department: Human Resources (HR) -... ...AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each... ...senior management, contracting officials, clients and other employees in the organization....Contract workTemporary workWork at office
$65k - $80k
...Sales Executive II At Accendra Health, we understand that healthcare is complex, and we're here to make it easier. We help deliver... ...in selling "service" or "commodity products" with demonstrated success. ~ External sales experience preferred Skills, Knowledge...Temporary workLocal areaFlexible hours- ...dynamic team responsible for Prime Brokerage Clients. The team partners with various internal... ...improvement operations.As an Associate II within the Prime Client Operations team,... ...global workforce are directly linked to our success. We are an equal opportunity employer and...
JP Morgan Chase
Jersey City, NJ2 days ago $33.56k
...need to reach their full potential. Our mission is to collaborate with youth, families, and community partners to create pathways for success through prevention and treatment for all Oklahoma Youth. Check out why we are passionate about juvenile affairs and believe it is...Full timeWork at officeTrial periodFlexible hours- ...how often (in days) to receive an alert: Sales Representative II - Scottsdale, AZ Date: Sep 17, 2026 Location: Scottsdale, AZ, US... ...adjustments. EDUCATION AND QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily...Temporary workWork at office
$250k
...eligible to receive claims adjuster license Successful completion of basic insurance courses or... ...salary range for the Claims Examiner II is $62,400 - $85,800 with 12% incentive.... ...company for insurance, reinsurance, specialist advisory and investment operations around...Full timeWork experience placementWork at officeLocal areaRemote work$22.5 - $23.88 per hour
...application process. Residential Care Associate II - 5776 Part Time Regular Part-Time Eugene... ...services and personal care supports for clients that help them develop appropriate skills... ...an essential function of this position. Successful applicants must provide a valid driver's...Hourly payPart timeFlexible hoursShift workNight shiftColumbiaCare Services, Inc.
Brooklyn, NY4 days ago- The Customer Service Representative II requires basic knowledge of job procedures and tools obtained through work experience to complete routine and standard projects and assignments within the Customer Service family. Works under general supervision.**Key Responsibilities...Work experience placementWork at officeLocal area
$28.98k
...Applications will be accepted until 11:59 PM on the day prior to the posting end date above. Job Posting Title Customer Service Representative II Agency 131 DEPARTMENT OF CORRECTIONS Supervisory Organization DOC NOCC Full/Part-Time Full time Job Type Regular Compensation $2...Full timePart timeWork at office- Customer Care Representative II Percepta brings first-class service across each market we support. As a Customer Care Representative... ...responses to customer inquiries and concerns; educate the customer on client products and services. Understand use of technology, scripts, and...Hourly payMonday to FridayFlexible hoursShift work
$18.4 - $24.75 per hour
...Brass Customer Service Team as a Customer Service Representative II. In this role you will research and respond to luxury product... ...research, both general and technical* Partner with Technical Support Specialists, Product Managers, Engineers, and Sales Managers to help...Full timeLocal area$28.98k
...Full time: Posted Today: End Date: October 7, 2026 (14 days left to apply): JR65680**Job Posting Title**Customer Service Representative II**Agency**131 DEPARTMENT OF CORRECTIONS**Supervisory Organization**DOC NOCC**Job Posting End Date**Refer to the date listed at the top...Full timePart timeWork at office$27.4 - $38.7 per hour
...journey. Overview The Dispatcher II will conduct end-to-end... ...vehicle schedules, managing client and contractor communications... ...service appointments, ensuring successful coordination and follow-through... ...CCS-Certified Coding Specialist - CargoWise CCS/CCO (preferred...For contractorsLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to IRA Client Success Specialist II. Be the first to apply!
Related searches
- inside customer service representative Brooklyn, NY
- customer service rep remote Brooklyn, NY
- airport customer service agent Brooklyn, NY
- bilingual customer support specialist Brooklyn, NY
- lead customer service representative Brooklyn, NY
- client experience specialist Brooklyn, NY
- customer service associate Brooklyn, NY
- customer success specialist Brooklyn, NY
- virtual customer service advisor Brooklyn, NY
- hospital customer service representative Brooklyn, NY