IRA Customer Service Specialist II - Las Vegas, NV - Ascensus

    Ascensus
    Ascensus Las Vegas, NV

    4 days ago

    Description

    Our team is seeking a highly skilled IRA Customer Service Specialist II to join our company. As a key member of our customer service team, you will be responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions.

    Key Responsibilities:

    • Provide advanced technical and operational assistance to IRA customers
    • Work with Financial Advisors to set up new SEP or SIMPLE IRA plans
    • Interact directly with customers, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them

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