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IRA Services Specialist II - Client & Advisor Support
Job in
Reading, Berks County, Pennsylvania, 19610, USA
Listed on 2026-06-14
Listing for:
Ascensus
Full Time
position Listed on 2026-06-14
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual
Job Description & How to Apply Below
Ascensus is seeking an IRA Customer Service Specialist II to deliver exceptional customer service and provide operational assistance. This role requires advanced knowledge of Traditional, Roth, and SEP/SIMPLE IRA accounts, and involves supporting Financial Advisors and IRA Owners in various transactions.
The ideal candidate will have at least 2 years of retirement services industry experience and a Bachelor’s degree in business is preferred. Responsibilities include assisting in setting up new IRA plans and processing payroll contributions.
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