Retirement (IRA) Client Service Specialist
- Employer
- Ascensus
- Location
- Fargo , ND
- Salary
- NEGOTIABLE
View more
- Industry
- Professional Services
- Role
- Customer Service
- Job Type
- Long-Term
- Hours
- Full Time
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Location: Fargo, ND
Level: Full Time
Category: Client Services
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. We are experiencing exceptional growth! Ascensus was recently named to the Inc. 5000 List of Fastest-Growing Private Companies in U.S. by achieving 65% revenue increase over three years! As a result, we are adding several NEW opportunities for experienced IRA service professionals and entry-level candidates who want to learn our business and growth with us. Therefore, recent grads are encouraged to apply.
Our IRA Customer Service Specialist positions are responsible for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position entails having an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. In addition, this position processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and responds to IRA owner inquiries.
Responsibilities:
Provide technical and operational assistance to IRA Owners
Perform support functions for all IRA Owners
Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them
Process IRA Service Agreements
Data input and verification of all customer information pertaining to the initial application
Process distribution requests correctly and within the service levels defined within partner agreements and operational goals
Scan all data into the optical imaging system
Perform a variety of tasks related to opening, maintaining and closing out IRA accounts
Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions
Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams
Perform other duties and special projects as assigned
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Requirements:
Communication Skills
Technical Knowledge - ERISA knowledge or job specific technical knowledge preferred, but not required.
Problem Solving
Detail Oriented
Time Management/Prioritization
Bachelor's degree in business is preferred
Knowledge of financial services industry and IRA products preferred, but not required.
Proficiency with PC's including Microsoft Office software applications
Certified IRA Services Professional (CISP) a plus, but not required.
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws
Click on "Apply" to apply today!
Level: Full Time
Category: Client Services
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. We are experiencing exceptional growth! Ascensus was recently named to the Inc. 5000 List of Fastest-Growing Private Companies in U.S. by achieving 65% revenue increase over three years! As a result, we are adding several NEW opportunities for experienced IRA service professionals and entry-level candidates who want to learn our business and growth with us. Therefore, recent grads are encouraged to apply.
Our IRA Customer Service Specialist positions are responsible for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position entails having an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. In addition, this position processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and responds to IRA owner inquiries.
Responsibilities:
Provide technical and operational assistance to IRA Owners
Perform support functions for all IRA Owners
Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them
Process IRA Service Agreements
Data input and verification of all customer information pertaining to the initial application
Process distribution requests correctly and within the service levels defined within partner agreements and operational goals
Scan all data into the optical imaging system
Perform a variety of tasks related to opening, maintaining and closing out IRA accounts
Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions
Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams
Perform other duties and special projects as assigned
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Requirements:
Communication Skills
Technical Knowledge - ERISA knowledge or job specific technical knowledge preferred, but not required.
Problem Solving
Detail Oriented
Time Management/Prioritization
Bachelor's degree in business is preferred
Knowledge of financial services industry and IRA products preferred, but not required.
Proficiency with PC's including Microsoft Office software applications
Certified IRA Services Professional (CISP) a plus, but not required.
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws
Click on "Apply" to apply today!
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