IRA Services Representative, Sr. jobs in Utah
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)
Recently Added IRA Services Representative, Sr. jobs
IRA Customer Service Representative
- Hired by Matrix
-
South Jordan, UT
CONTRACTOR
-
Do you want more than just another job? Are you ready to team up with an organization that values your contributions? Then Hired by Matrix is for you!
Working with some of the US’ premier companies, we excel at connecting candidates with positive cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.
Hired by Matrix has provided talent solutions to enhance organizations’ team capacities for over three decades. As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.
At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an IRA Customer Service Representative!
What You’ll Do:- Handle incoming phone calls from Financial Advisors and Associates regarding all IRA and qualified plan inquiries within book-of-business; and provide guidance regarding the IRS rules and regulations.
- Establish and maintain effective relationships to deliver world class service to Financial Advisors.
- Assist in special projects periodically throughout the year as IRS regulations change.
- Utilize various internal and external resources and tools to provide information and resolve issues.
- Follow established procedures to process written requests, route processing requests to the appropriate processing teams, and to escalate processing inquiries when needed.
- Basic IRA knowledge or 3 years of relevant work experience.
- Quick learner; strong analytical and problem-solving skills.
- Customer service background required.
- Detail oriented.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Get in Touch:
We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Nidhi at 718-540-9668 to learn more.
Who We Are:
Since 1986, Hired by Matrix, Inc. has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.
Connect with us on LinkedIn today and learn more about how HbM can change your career: https://www.linkedin.com/company/hired-by-matrix-inc/
Check out our Career Center: https://www.hiredbymatrix.com/find-work/open-positions/ - 1 Month Ago
Sales Representative - Salt Lake City. Utah
- Signode -Sales Representative
-
Salt Lake, UT
FULL_TIME
- Sales Representative - Salt Lake City. Utah Apply Now Description/Job Summary SummaryThe Regional Sales Consultant is responsible for providing the highest level of sales and service in their defined ...
- 15 Days Ago
Construction Project Manager
- SR Mechanical
-
Salina, UT
FULL_TIME
- Plumbing & Heating CompanyThe PM is responsible for the daily management, coordination and oversight of construction projects including successful project planning, execution, and closure. The PM plan...
- 25 Days Ago
Sr Sales Representative
- honeywell
-
Utah, UT
FULL_TIME
- Vertical Business Development Manager, Life Sciences About Honeywell Process Solutions Honeywell Process Solutions is a pioneer in automation control, instrumentation and services for the oil and gas;...
- 1 Month Ago
Sr Substation Engineer
- CE Power Engineered Services, LLC
-
Salt Lake, UT
FULL_TIME
- Sr Substation Engineer Job Locations US-UT-Salt Lake City ID 2023-1712 Category Engineering Position Type Regular Full-Time Remote: No Overview Qualus is a leading provider of specialized engineering ...
- 9 Days Ago
AE - Sr Brand Ambassador (Sr Sales Associate) - US
- Sr Brand Ambassador (Sr Sales Associate) - US - American Eagle Outfitters Careers
-
United States, UT
FULL_TIME
- BE PART OF SOMETHING REAL YOUR ROLE As a part-time Sr Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experien...
- 23 Days Ago
IRA Services Representative, Sr. jobs at Popular Companies
Customer Service Rep>
- Raven Ridge
-
Salem, NH
- Raven Ridge - JobID: 100-136089500 [Customer Service Representative] As a Customer Service Representative at Raven Ridge...
- 4/19/2024 12:00:00 AM
Member Services Rep
- Financial Additions, Inc.
-
Irving, TX
- Financial Additions is assisting a leading healthcare provider in search of a Member Service Representative Position wil...
- 4/17/2024 12:00:00 AM
Customer Service Rep
- Pop-A-Shot
-
Peoria, IL
- Customer Service Rep Description **2022 Customer Service Representative Job Description & Goals** **Job Description:** T...
- 4/16/2024 12:00:00 AM
Customer Service Rep
- BRETT C WEBSTER
-
Sacramento, CA
- Job Description Job Description Customer service representative and account manager, responsible for working with team t...
- 4/16/2024 12:00:00 AM
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
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
Customer Service Rep
- Primient
-
Decatur, IL
- Decatur, IL Ready for a Supply Chain career with more impact ? Join a market leader in ingredient manufacturing that is ...
- 3/19/2024 12:00:00 AM
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
About Utah
Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau.
Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,880 to $52,383
Most Popular Cities in Utah for IRA Services Representative, Sr. Jobs
What does an IRA Services Representative, Sr. do?
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