IRA Services Representative jobs in Indiana

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Client Services Representative
  • Kenco Logistics Services, LLC
  • Jeffersonville, IN FULL_TIME
  • About the Position


    The Client Services Representative will be responsible for, but not limited to directing and supporting all aspects of fulfillment and customer relationship management and development for a broad and dynamic service offering across all facilities within the operations network. Responsibilities may be expanded to support other verticals/customers across the organization. This position operates at a strategic level with the customer C-suite

    Functions

    • Serve as the primary relationship owner for book of accounts to ensure proper service and retention.
    • Develop a trusted advisor relationship with key account contacts, customer stakeholders and executive sponsors.
    • Drive, promote, and develop synergies between operations, transportation, and corporate support services.
    • Manage all communications, conflict resolution, and SLA (Service-Level Agreement) compliance on customer deliverables and revenue for owned accounts.
    • Review all major deliverables (i.e. strategic plan, quarterly reviews, annual reviews, improvement recommendations, etc.) to ensure Kenco meets quality standards, contractual commitments, and customer expectations.
    • Utilize project management skills to lead cadence calls and update project trackers in MS Teams and/or similar project management tools, assign owners, and manage action items to established dates.
    • Escalate customer issues according to established process.
    • Manage business relationships to include:
    • Scope of work changes
    • Value Added Service projects
    • Contract renewals or amendments
    • Communicate the customer's goals and representing the customer's interests to the team.
    • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
    • Provide regular two-way communication between the customer and team, creating strong team representation, and setting proper customer expectations.
    • Understand company capabilities and services, and effectively communicating all relevant offerings to the customer; exploring opportunities for Kenco to add additional value for the customer.
    • Work directly with customers to obtain forecasts as outlined in service agreements and to monitor and manage forecast accuracy.
    • Monitor and communicate customer index/profile characteristics and ensures alignment with service agreement pricing assumptions.
    • Proactively track and monitor all customer service agreements and facility/equipment lease terminations to drive and coordinate the renewal process.
    • Other duties as assigned by Director/Client Services Manager.

    Qualifications

    • Bachelor’s Degree in related field preferred or equivalent years of experience
    • Minimum of 3-5 years of experience in Account Management or related field required.
    • Proven Account Management skills required to create, maintain, and enhance customer relationships.
    • Ability to perform job functions with humility and the highest level of professionalism
    • Prior experience related to ecommerce, fulfillment, supply chain, or distribution.
    • Ability to read and interpret documents such as service agreements, pricing models, operating and maintenance instructions, and procedure manuals.
    • Strong interpersonal skills with the ability to develop trust among management, peers, and customers.
    • Ability to read and write routine reports and correspondence.
    • Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
    • Highly proficient in the use of MS Office – Project, Excel, PowerPoint, Outlook, & Word.
    • Ability to manage and prioritize multiple projects and meet specific goals and deadlines.
    • Experience using warehouse, inventory, financial, and transportation management systems preferred.
    • Must have very strong customer service skills.

    Competencies

    • Business Acumen - Knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization
    • Communicate for Impact (Individual Contributor) - Proactively communicate with all stakeholders throughout the life cycle of programs and projects.
    • Influencing Others - Can quickly find common ground and can solve problems for the good of the organization with a minimal amount of noise. Authentically gains trust and support of peers
    • Managing Transitions/ Change Management - Effectively plans, manages and communicates changes in processes with appropriate stakeholders
    • Strategic Agility (Individual Contributor) - Enable Kenco to remain competitive by adjusting and adapting to innovative ideas necessary to support Kenco’s long term organizational strategy

    Travel Requirements

    • This position is expected to travel approximately 25% or less.
    • A passport is not required, but recommended.


    For California residents – please enter or copy/paste the address below into your address bar to review an important notice regarding Kenco’s privacy policy.

    https://www.kencogroup.com/ccpa-notice-at-collection-for-employees-and-applicants/


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 18 Days Ago

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Financial Services Representative - Carmel, IN
  • Fidelity Brokerage Services LLC
  • Clay, IN FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 1 Month Ago

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Client Services Representative
  • Ace Handyman Services North Indianapolis
  • Indianapolis, IN PART_TIME
  • Benefits: Flexible schedule We are a national leader in the home improvement and home repair services industry by designing our business around the needs of our customers. We welcome candidates that a...
  • 2 Months Ago

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Financial Services Representative - South Bend, IN
  • Fidelity Brokerage Services LLC
  • , IN FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 2 Months Ago

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Security Officer - CLARK SECURITY
  • Ira E Clark Detective Agency, Inc
  • Mount Vernon, IN OTHER
  • Must be at least 21 yrs of agecall 812-424-2448 to schedule interviewmust have a clean backgroundmilitary experience a plusbe able to walk large facility making roundsIndiana (License No. PI20700106; ...
  • Just Posted

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Customer Service Rep
  • LoanMax Title Loans
  • El Dorado, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/25/2024 12:00:00 AM

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Customer Service Rep
  • Community Choice Financial Family of Brands
  • Kansas City, MO
  • Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Concord, NH
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Salem, NH
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • Pop-A-Shot
  • Peoria, IL
  • Customer Service Rep Description **2022 Customer Service Representative Job Description & Goals** **Job Description:** T...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep 2
  • Clean Harbors
  • Norwell, MA
  • Clean Harbors is looking for a Customer Service Representative to join their safety conscious team! The Customer Service...
  • 3/20/2024 12:00:00 AM

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Customer Service Rep 2
  • Clean Harbors
  • Norwell, MA
  • Clean Harbors is looking for a Customer Service Representative to join their safety conscious team! The Customer Service...
  • 3/15/2024 12:00:00 AM

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Customer Service Rep 2
  • Clean Harbors
  • Norwell, MA
  • Clean Harbors is looking for a Customer Service Representative to join their safety conscious team! The Customer Service...
  • 3/15/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,568 to $46,924