IRA Services Specialist II: Onboarding & Support
Job in
Kalispell, Flathead County, Montana, 59901, USA
Listed on 2026-06-22
Listing for:
Ascensus
Full Time
position Listed on 2026-06-22
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Ascensus is looking for an IRA Customer Service Specialist II to deliver exceptional customer service and support Financial Advisors with IRA onboarding and transactions. You will utilize your IRA knowledge in assisting Employers and IRA Owners, ensuring smooth operations and compliance.
The ideal candidate will have a Bachelor’s degree and at least 2 years of relevant experience in the retirement services industry, demonstrating strong communication, problem-solving skills, and a customer-focused approach.
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