IRA Services Representative jobs in Cincinnati, OH
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)
Recently Added IRA Services Representative jobs
Membership and IRA Specialist
- Cinfed Credit Union
-
Cincinnati, OH
FULL_TIME
-
At Cinfed Credit Union, we pride ourselves on being a member-first organization. As an employee, you’re a member too!Our passion, which drives everything we do, is helping our community and those who live in it. We’ve worked hard to create a work environment that is a community of its own and full of people who truly care for one another and want to see each other succeed.Our mission is to be the first choice in financial solutions, because we care about our members' success. We believe that what we do has an impact on our members' lives, and we are here to help them reach their financial goals.Cinfed is searching for a Membership and IRA Specialist based in Cincinnati, OH at the Oakley Headquarters.In this position, you will be responsible for:
- Implementation of effective Credit Union membership / IRA policies, procedures, and planning.
- The effective and efficient monitoring and review of Credit Union membership / IRA functions.
- Training, support, and compliance of procedures for Credit Union membership / IRA functions.
- Ensuring that professional business relations exist with members, vendors, and trade professionals.
- Establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
Ideal Candidate:- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
- Strong decision-making skills and aptitude for detailed work
- Good project management skills
- Well organized
- Able to meet deadlines
Required Experience:- A high school education or equivalent education is required
- Must have a thorough knowledge of Credit Union membership and IRA policies as well as knowledge of other Credit Union products and services and applicable policies and standards
- At least one year to three years of similar or related experience
What we have to offer:- Named a Cincinnati Top Workplace for 6 consecutive years; work in an environment where your co-workers really do love their jobs!
- 30 days of paid training
- Generous 401K match up to 6%
- PTO up to 11 paid holidays
- Opportunities for advancement- we prioritize promoting from within
- Health, Vision, and Dental insurance available
- Tuition reimbursement
- A starting rate of $17.50-$22.00 per hour quarterly incentive based on performance
Pre-employment background (credit, criminal, and drug) check required.An Equal Opportunity – Affirmative Action Employer M/F, including disability/vets - 2 Months Ago
Sales Representative
- No Limit Services
-
Blue, OH
FULL_TIME
- THIS POSITION IS ON SITE We are seeking a motivated and results-driven Entry Level Sales Representative to join our team. As a Sales Representative, you will be responsible for generating leads, build...
- 6 Days Ago
Client Services Representative
- SinglePoint
-
Mason, OH
FULL_TIME
- This individual will serve as main point of contact for campus clientele to address issues which may include a variety of topics such as invoicing and compliance concerns as well as inquiries regardin...
- 2 Days Ago
Client Services Representative
- General Revenue Corporation
-
Mason, OH
FULL_TIME
- This individual will serve as main point of contact for campus clientele to address issues which may include a variety of topics such as invoicing and compliance concerns as well as inquiries regardin...
- 2 Days Ago
Financial Services Representative
- Rocc Insurance Group
-
Cincinnati, OH
PART_TIME,OTHER,FULL_TIME
- Looking for a new career? Well look no further! We are currently looking to fill our Life Insurance Sales Position. Our ideal candidate is a person who has specific personal and professional goals in ...
- 3 Days Ago
Patient Services Representative
- BrightView Health
-
Fairfield, OH
FULL_TIME
- Why You’ll Love This Patient Services Representative Job Ready to make a difference in the lives of patients and families suffering from substance use disorder? Want to join a team where you have a vo...
- 8 Days Ago
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0 IRA Services Representative jobs found in Cincinnati, OH area
Customer Service Rep
- Applied Industrial Technologies, Inc.
-
Florence, KY
- ** Customer Service Rep** Location: Florence, KY, US, 41042 Company: 1100-Applied Industrial Technologies ***SCOPE OF RE...
- 5/10/2024 12:00:00 AM
Customer Service Rep
- KYOCERA SENCO Industrial Tools, Inc.
-
Cincinnati, OH
- Job Description Job Description KYOCERA SENCO Industrial Tools, Inc. is a leading manufacturer of industrial tools and f...
- 5/9/2024 12:00:00 AM
Customer Service Rep
- Domino's
-
Cincinnati, OH
- Company Description Job Description Customer Service Representative Duties & Responsibilities: We are looking for Custom...
- 5/9/2024 12:00:00 AM
Customer Service Rep
- Domino's
-
Batavia, OH
- Company Description Job Description Customer Service Representative Duties & Responsibilities: We are looking for Custom...
- 5/9/2024 12:00:00 AM
Customer Service Representative>
- U-Haul
-
Cincinnati, OH
- U-Haul - [Customer Service Representative] As a Customer Service Rep at U-Haul, you'll: Interface with U-Haul customers ...
- 5/8/2024 12:00:00 AM
Customer Service Rep. I
- Arkansasbride
-
Batesville, IN
- **Customer Service Rep. I** * Company: * Updated: 2/11/2022 * **Location:** Batesville * **Status:** * **Salary:** * **J...
- 5/8/2024 12:00:00 AM
Member Service Representative
- Trupartner Credit Union
-
Cincinnati, OH
- * Cincinnati, OH, USA * 17.00 * Full Time *PTO, VTO (volunteer time off), student loan assistance, loan discounts, 9 pai...
- 5/6/2024 12:00:00 AM
Commercial Customer Service Representative
- Habegger Corporation
-
Cincinnati, OH
- Commercial Customer Service Representative **Commercial Customer Service Representative** Sharonville, OH **description*...
- 5/6/2024 12:00:00 AM
About Cincinnati, Ohio
Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,886 to $47,311
Cincinnati, Ohio area prices
were up 1.1% from a year ago
were up 1.1% from a year ago