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)
Job Overview
The Client Relations Specialist is responsible for providing superior client support to all current and potential IRA Financial account holders. They will do this by identifying specific needs through intent listening and asking open-ended questions, and assist the client directly or transfer to the appropriate department. The person who holds this position should have great attention to detail, the ability to multitask, good organizational skills and excellent communication skills. They will be expected to continuously update their knowledge of IRA Financial products, services, and policies.
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