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IRA Compliance & Client Support Specialist

Job in Duluth, St. Louis County, Minnesota, 55806, USA
Listing for: Ascensus
Full Time position
Listed on 2026-08-07
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Ascensus is a leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. The Compliance Servicing Specialist role provides front-line call center and operational process support to financial institutions such as credit unions and banks, focusing on IRA, HSA, ESA compliance and procedures.

The position requires mastery of IRS rules and Ascensus processes and offers extensive upfront training to

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