IRA Customer Service Specialist II, Trust Services
AscensusProvident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.
Section 1: Position Summary
- The IRA Customer Service Specialist II position is responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions. This position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge and is responsible for providing front-line call center and operational process and sales support to Financial Advisors, Employers, and IRA Owners. The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans, assists Employers with submitting payroll contributions, and helps IRA Owners complete and submit applications, distribution requests and web based transactions. The IRA Customer Service Specialist II is also responsible for daily transaction processing including setting up new IRA plans, initiating and or verifying distribution requests, processing payroll contributions, and following up on errors and other issues as they arise.
Section 2: Job Functions, Essential Duties and Responsibilities
- Provide advanced technical and operational assistance to IRA customers
- Provide sales support to Financial Advisors including assistance with the IRA onboarding website
- Work with Financial Advisors to set up new SEP or SIMPLE IRA plans
- Perform support functions for IRA Owners
- Perform support functions for Employers
- Interact directly with customers, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them
- Input new plan information in the system and assist Employers with the onboarding process
- Data input and verification of all customer information pertaining to the initial application
- 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
- Monitor reports and fix processing errors as they arise
- Act as a subject matter expert for others in the IRA department as well as other departments in Ascensus
- Perform other duties and special projects as as
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