IRA Customer Service Specialist II
Las Vegas, NVAll locationsLas Vegas, NVRemote, Nevada Remote
Salary not listedJobFig found this opening at its original source and checks that it remains available.
About the role
The IRA Customer Service Specialist II position is responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions. This position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge and is responsible for providing front-line call center and operational process and sales support to Financial Advisors, Employers, and IRA Owners. The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans, assists Employers with submitting payroll contributions, and helps IRA Owners complete and submit applications, distribution requests and web based transactions. The IRA Customer Service Specialist II is also responsible for daily transaction processing including setting up new IRA plans, initiating and or verifying distribution requests, processing payroll contributions, and following up on errors and other issues as they arise.
What you'll bring
- A minimum of 2 years retirement services industry experience.
- Communication Skills - Communicates with peers, colleagues (including leadership), and clients on a regular basis and periodically with partners.
- Demonstrates ability to confidently explain and/or document complex processes in a clear and easy to understand manner.
- Required to influence and gain cooperation from others (including clients/partners).
- Technical Knowledge - Moderate ERISA knowledge or job specific technical knowledge regarding abandoned plan regulations.
- Demonstrates technical expertise in more than one area within Operations and has functional knowledge of other areas within Operations.
- Problem Solving - Identifies and solves complex problems for a variety of processes with no clear resolution.
- Consistently takes ownership of problems.
- Able to effectively document/explain solution.
- Detail Oriented Vs.
- Big Picture - Generally focuses and understands details on specific tasks while understanding to a limited extent the identified implications to the entire process associated with the task.
- Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership.