IRA Client Success Specialist II
Job in
Las Vegas, Clark County, Nevada, 89105, USA
Listed on 2026-08-28
Listing for:
Ascensus
Full Time
position Listed on 2026-08-28
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Provident Trust Group, an Ascensus company, seeks an IRA Customer Service Specialist II to deliver exceptional service in a high-volume setting. You will support Financial Advisors, Employers, and IRA Owners with onboarding, payroll contributions, and transaction processing, while maintaining accuracy and regulatory compliance.
The role emphasizes advanced IRA knowledge, client communication, and continuous process improvement, with opportunities to mentor colleagues and drive efficient
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