IRA Services Representative, Sr. jobs in Temecula, CA

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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Client Services Representative
  • Promotional Fulfillment Services
  • Mira Loma, CA FULL_TIME
  • Company Overview

    Promotional Fulfillment Services, Inc. (PROMOFILL) is a leading provider of e commerce fulfillment, retail product distribution, marketing support and supply chain services. Our core competencies include integrated fulfillment and customer care services for product, literature, promotional and point-of-sale distribution needs. We are a leading provider in these service areas because of the dedication of our people, the technology we invest in and the commitment we have in each and every client.

    Position Overview

    The right person for this position will be responsible for daily communications with our fulfillment clients by performing all customer service and account management duties, including order fulfillment, status, tracking, project management and inventory management, etc. This person will urgently provide answers to client needs with timely responses; proactively participates in a company “team” approach; and effectively communicates client needs and priorities with internal team members.

    Essential Job Functions

    • Demonstrate responsiveness, ownership, accuracy and integrity in all communication ensuring one-contact resolution and customized service.
    • Proficiently place orders, set up new accounts, and research distributor and customer order inquiries.
    • Perform any other work-related assignments as requested by Manager, to assist Customer Support.
    • Display an excellent knowledge of all services including capabilities, availability and turnaround times. Know where to access additional information as requested.
    • Understand and be able to explain the reason behind company policies, procedures, programs, and services.
    • Communicate general information on PROMOFILL and our services.
    • Interact with our sales and management teams on new opportunities and new client implementations.
    • Ability to create and enforce SOP’s for current and future client needs.
    • Ensure that PROMOFILL clients continue to have unparalleled confidence in the services we provide. Responsibility is to make sure every client is reference able and totally satisfied with the services Promofill provides.

    Non-essential Job Functions

    • Back up shipping department when needed
    • Assist with hosting client meetings and internal staff trainings
    • Collaborate with operations, shipping, finance and sales & marketing departments as needed.

    Requirements

    • Excellent customer relation skills
    • Two years of post high school education preferred
    • Minimum of three (3) years customer service experience; previous experience in fulfillment customer service a plus
    • Advanced computer, keyboard, and typing skills required-skill tests for MS Word, Excel, math, inventory control, and English composition will be given
    • Ability to build relationships with clients
    • Excellent interpersonal skills with a strong ability to personalize and customize individual contacts
    • Excellent written and oral communication skills
    • Team player
    • Strong ability to understand the big picture in order to offer solutions rather than dead ends
    • Excellent multi-tasking skills
    • Excellent organizational skills
    • Self-motivated with strong work ethic, high sense of urgency, and dedication to customer satisfaction
    • Eager to learn new concepts
    • Innovative, creative problem solver and fact finder
    • Must be punctual and reliable

    Promotional Fulfillment Services, Inc. is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, ancestry, marital or veteran status.

  • 1 Month Ago

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Sr HR Representative
  • Supply Chain
  • Perris, CA FULL_TIME
  • Sr HR Representative Do you enjoy working in a team environment providing strategic counsel and advisory services to leaders on business and people related issues? Do you take an energetic and influen...
  • 4 Days Ago

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Sr. Human Resources Generalist
  • Universal Health Services, Inc.
  • Wildomar, CA FULL_TIME
  • Responsibilities Southwest Healthcare Inland Valley Hospital in Wildomar, California, is a licensed 122-bed facility accredited by the Joint Commission. It is Southwest Riverside County's only designa...
  • 20 Days Ago

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2nd shift CNC Machinist Mill or Lathe Set up operators
  • SR Machining Inc/SR Plastics LLC
  • Norco, CA FULL_TIME
  • We are a high production machine shop looking for a few good candidates to work in our 2nd shift. 1:30pm to 10:00pmJob Requirements:Know Fanuc and Haas controlsAbility to work with minimum supervision...
  • 4 Days Ago

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SR ACCOUNTANT - PROVIDER COMPENSATION & PAYROLL
  • Universal Health Services, Inc.
  • Riverside, CA FULL_TIME
  • Responsibilities Come and join the RMC Family! We have been in the community since 1935. Our mission is to provide comprehensive multi-specialty medical services in the greater Riverside region. Your ...
  • 5 Days Ago

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Sr. Product Line Manager-Foundry Services
  • Skorpios Technologies, Inc.
  • Temecula, CA FULL_TIME
  • DescriptionJob PurposeThe Product Line Manager role encompasses responsibilities involving account, program and operations management. They are responsible for managing all facets of their customer ac...
  • 23 Days Ago

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0 IRA Services Representative, Sr. jobs found in Temecula, CA area

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Customer Service Rep
  • Ultimate Staffing
  • Irvine, CA
  • Full Job Description Responsible for taking customer and employee calls while completing dynamic job assignments, techni...
  • 4/18/2024 12:00:00 AM

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Member Service Rep
  • Crunch
  • Vista, CA
  • Member Service Representative - lively environment, versatile assignments, competitive atmosphere Would you like to work...
  • 4/18/2024 12:00:00 AM

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Warehouse Service Rep
  • Loma Linda University Health
  • Loma Linda, CA
  • Job Description Job Summary: The Warehouse Service Rep is responsible for delivering medication, equipment, and other he...
  • 4/18/2024 12:00:00 AM

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Customer Service Rep
  • L Ku Insurance Agency Llc
  • Irvine, CA
  • Job Description Job Description Well-known Insurance agency looking for caring individuals to work with clients and sale...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep.
  • Saddle Creek Corporation
  • Buena Park, CA
  • The Customer Service Representative (CSR) is responsible for providing customers with high quality, professional custome...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • Jobtracks
  • Irvine, CA
  • **Customer Service Representative** CA - Irvine We are looking for a Customer Service Rep to join the busy team of a Tit...
  • 4/16/2024 12:00:00 AM

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Insurance Customer Service Rep
  • Dinjob
  • Lake Forest, CA
  • Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not ju...
  • 4/16/2024 12:00:00 AM

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CSR - Customer Service Rep
  • NATIONAL TAX CREDITS INC
  • Aliso Viejo, CA
  • Job Description Job Description Tax credit company looking to hire 2-3 entry level customer service reps for a strictly ...
  • 4/15/2024 12:00:00 AM

Temecula /təˈmɛkjʊlə/ is a city in southwestern Riverside County, California, United States. The city is a tourist destination, with the Temecula Valley Wine Country, Old Town Temecula, the Temecula Valley Polo Club, the Temecula Valley Balloon & Wine Festival, the Temecula Valley International Film Festival, championship golf courses, and resort accommodations for tourists which contribute to the city's economic profile. The City of Temecula, forming the southwestern anchor of the Inland Empire region, is approximately 58 miles (93 km) north of downtown San Diego and 85 miles (137 km) southea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$50,401 to $58,827
Temecula, California area prices
were up 3.0% from a year ago

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