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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 more than 2 months ago

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