IRA Services Representative, Sr. jobs in Illinois

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Financial Services Associate
  • IRA Club, LLC
  • Chicago, IL FULL_TIME
  • Position: Financial Services Associate

    Schedule: Monday - Friday, 8:00 AM - 4:00 PM

    Location: In office, Chicago Loop

     

    You will report directly to the company Treasurer. In addition, this role provides support to efficiently and accurately resolve client requests. This position is not work-from-home. 

     

    ABOUT YOU

    • Preferred Major(s): Accounting, Finance, or related field.
    • 1-3 years of applicable experience.
    • Working knowledge of Quickbooks or a Trust Accounting Software.
    • Ability to work well with others and comfortable acting as a liaison for various parts of the business.
    • Ability to multi-task and prioritize in a fast-paced environment.


    ESSENTIAL REQUIREMENTS

    • Answers incoming phone calls from internal and external customers and handles inquiries.
    • Responsible for the completion of all compliance training related to the position (provided by the Company).
    • Must demonstrate an understanding of all applicable regulations that apply after Company training.
    • While performing the duties of this job, the employee is regularly required to use hands and fingers to operate the keyboard and other office equipment, reach with hands and arms, and talk or hear. The employee frequently sits, stands, and walks. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.


    ROLE

    • Process and validate incoming ACH, Checks, and Wires
    • Researching unidentifiable transactions with available sources
    • Process and validate outgoing check requests for client accounts
    • Daily and monthly account billing of accounts
    • Preparing and processing account terminations
    • Maintain accuracy in financial transactions and reports
    • Manage email inbox. Resolve internal and external client issues by responding professionally to all correspondence.
    • Record important notes and documentation to the client’s account file
    • Manage client inquiries with professionalism
    • Use available resources to solve problems effectively and escalate as appropriate.
    • Prioritize tasks and work responsibilities to achieve objectives
    • Commitment to enhancing the client experience and providing operational and administrative support to all
    • Special projects and tasks as assigned


    BENEFITS

    • Company health and dental insurance.
    • Generous time off and paid holidays - increase after twelve months.
    • Pre-tax commuter benefits for the CTA and Metra.
    • Snacks and drinks in the staff breakroom.
    • Company-sponsored outings and lunches throughout the year.



    IRA Club is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

  • 6 Days Ago

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Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Niles, IL FULL_TIME
  • We are sorry. The job offer you are looking for is no longer available. TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and t...
  • 21 Days Ago

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Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Gurnee, IL FULL_TIME
  • We are sorry. The job offer you are looking for is no longer available. TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and t...
  • 21 Days Ago

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Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Cicero, IL FULL_TIME
  • We are sorry. The job offer you are looking for is no longer available. TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and t...
  • 1 Month Ago

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Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Mundelein, IL FULL_TIME
  • We are sorry. The job offer you are looking for is no longer available. TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and t...
  • 1 Month Ago

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Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Carpentersville, IL FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
  • 1 Month Ago

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Customer Service Rep
  • LoanMax Title Loans
  • Saint Albans, WV
  • Drummond Financial Job Description: Our Customer Service Representatives are responsible for assisting potential borrowe...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Carson City, NV
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Coffeyville, KS
  • Mid-American Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential b...
  • 3/26/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Shawnee, KS
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 3/25/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Manchester, NH
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 3/24/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Nashua, NH
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 3/24/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Green Bay, WI
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 3/24/2024 12:00:00 AM

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Customer Service Rep
  • Patterson
  • Great Falls, MT
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 3/21/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$48,490 to $56,597

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020