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IRA Client Success Specialist II – Onboarding & Support

Job in Nevada, Story County, Iowa, 50201, USA
Listing for: Ascensus
Full Time position
Listed on 2026-08-20
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Management, Customer Service Rep, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
Location: Nevada

Ascensus is seeking an IRA Customer Service Specialist II in Nevada, Iowa, to deliver exceptional customer service across all contact interactions. The role demands advanced knowledge of IRAs and offers operational process and sales support to Financial Advisors, Employers, and IRA Owners.

Key responsibilities include providing technical assistance to IRA customers, interacting with clients, and ensuring compliance with IRA regulations. Candidates should have at least 2 years of industry experience and strong communication skills.

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