IRA Customer Service Specialist

Ascensus

📍 Charleston, South Carolina, United States 💼 Full-time 🕒 Posted July 04, 2026

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Job Description

Section 1: Position Summary
The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Our I-Client service philosophy and our Core Va...
            

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Job Details

Location Charleston, South Carolina
Job Type Full-time
Category Information and Record Clerks
Posted Date July 04, 2026
Application Deadline August 13, 2026