IRA Client Success Specialist II
Listed on 2026-10-06
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Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
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
The IRA Client Success Specialist II role at Ascensus is now open for applications in Las Vegas, NV, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the IRA Client Success Specialist II role in the description above.
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