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IRA Customer Experience Specialist II

Ascensus

Ascensus, located in Montgomery County, is seeking an IRA Customer Service Specialist II to provide exceptional customer service and IRA support to Financial Advisors and Employers. The role requires expertise in traditional, Roth, SEP, and SIMPLE IRAs, with responsibilities including processing transactions and assisting with account setups. The ideal candidate will have at least 2 years in the retirement services industry, strong communication skills, and a proactive work ethic. Join us in delivering top-notch support in a dynamic environment. #J-18808-Ljbffr Ascensus

Vacancy posted 1 day ago
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