About this role
IRA Installation Analyst at Ascensushr. Location: Fargo or Charlotte or Dresher or Charleston. Role: onboarding clients, managing caseload, processing transactions Requirements: 3+ years financial/retirement services experience, IRA (Traditional, Roth, SEP, SIMPLE) knowledge, client service experience, strong communication, detail orientation, ability to work overtime and protect confidential data. Category: Business Operations Seniority: Mid Level Commitment: Full Time Workplace: Onsite Languages: English