IRA Services Representative jobs in Milwaukee, WI

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)

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Guest Services Representative
  • Wellpoint Care Network
  • Milwaukee, WI FULL_TIME
  • At Wellpoint Care Network, our mission is to facilitate equity, learning, healing, and wellness by restoring the connections that help children and families thrive.

     

    Every person deserves the opportunity to reach their fullest potential. It’s part of human nature, and the promise of our country, that everyone be given a fair chance to be and do their best. Yet, many in our community live with unresolved childhood and generational trauma.  

     

    That’s where we come in. We believe we can create a world where children and families have a clearer path to their fullest potential. Wellpoint Care Network has championed the restoration of families for nearly 175 years.

     

    Job Purpose: 

    Our next Guest Services Representative will be responsible for providing administrative support to the CEO’s office, greeting and assisting guests and staff, answering and making outgoing phone calls as necessary. Managing front desk operations and providing administrative support.

     

    Qualifications: 

    • HS diploma or equivalent required.
    • Associate degree or some post-secondary education preferred.
    • Must be able to perform the following functions: read, write, lift and/or move up to 30 pounds., walk, stand, sit, reach over shoulder and head, push, and pull, repetitive bending and stooping, crawling, repetitive finger and wrist motion, repetitive use of arms, and ability to respond to telephones and other auditory stimulation.
    • Assemble different room layouts for training rooms. i.e., moving & setting up tables and chairs.
    • Ability to work Monday-Friday -11 a.m. to 7:30 p.m.
    • Excellent customer service skills. Prioritizes the well-being of guests with a positive attitude.
    • Exhibits a high degree of professionalism in all aspects of practice; adheres to Agency’s code of conduct and expectations, policies, and safety standards.
    • Ability to remain calm and professional when serving dysregulated or upset customers in person and over the phone.
    • Demonstrates the ability to function independently and in a team, while being supportive of the organization’s mission and goals.
    • Knowledge of general office and customer service procedures.
    • Understanding of customer service best practices and the ability to incorporate them into operations.
    • Ability to provide excellent customer service to residents from all backgrounds.
    • Excellent communication skills both verbal and written.
    •  A valid Wisconsin Driver’s License or occupational driver’s license, or a reliable transportation and insurance is required. 
    • Ability to demonstrate critical thinking skills, detail oriented, highly effective verbal, and written communication skills.
    • Demonstrate an ability to effective understanding and practice of cultural humility and ability work and communicate respectfully with individuals from diverse backgrounds.
    • Involved with personnel, residents, family members, visitors, volunteers, interns, and vendors under all conditions and circumstances.
    • Proficient in the usage of computer software; demonstrate an understanding of computer file systems and databases, e.g., Microsoft Office, Excel, Outlook, Teams, ADP, etc.
    • Physical exam, drug screen, motor vehicle report, and background checks are required for this position.

     

     

    Duties:

     

    Customer Service

    Customer Relations/First Contact/Front Line Representation of the Agency and first opportunity for visitors and clients to feel welcomed, safe and their needs attended to.

    •Maintain professionalism at all times through verbal communication, manner, and attire.

    •Provide positive support, wayfinding, and communication to visitors and staff.

    •Answer telephone in an articulate, courteous, and friendly manner, expressing a greeting to the caller and identifying the Agency.

    •Assist visitors, callers, or staff in any way possible, by locating and routing calls to designated personnel within the Agency.

    •Follow protocol regarding client communications while maintaining confidentiality of all departments/client communications.

    •Evaluate conference rooms and other shared workspaces at the end of the workday to identify special attention needed by housekeeping.

    •Maintain documents and items left for client or staff pick-up.

    •Maintain lobby area in a clean, neat, and organized fashion (coffee, water and snack stations stocked and organized).

     

     

    Operations

    Maintain and monitor Stamps.com account and provide staff with pre-paid self-address stamped envelopes. Prepare Certified Mailings when needed.

    • Distribute incoming mail in appropriate mailboxes.

    •Arrange for UPS and Federal Express pickups when needed.

    •Assist with vendors and building service staff requests or access needs.

    •Ensure mailboxes are updated with staff changes.

    •Ensure incoming faxes are appropriately distributed to designated staff via email.

     

    Support

    •Manage and maintain daily itinerary.

    •Manage Wellpoint Care Network employee parking permits.

    •Maintain the employee van log

    •Provide Administrative Support to CEO’s office and program support as needed.

    •Coordinate staff hospitality processes including, but not limited to, ordering catered lunches, ordering flowers, issuing condolences, and generating birthday and anniversary recognition materials.

    •Maintain and supply shared conference rooms with hospitality supplies as needed.

     

    Position Details & Extras:

    • Full time. Monday-Friday -11 a.m. to 7:30 p.m.
    • May require travel to attend meetings and events. 
    • The reception station is staffed Monday through Friday from 8:00 am to 7:30 pm. The Guest Services Representatives will work together as a team to ensure continuous coverage and to meet peak demands.
    • Incumbent will occasionally need to be available for overtime and/or provide flexibility during office hours to accommodate special events, peak demand, or staff shortages.
    • Fast paced, flexible work schedule includes evenings and some weekends to accommodate program needs.
    • Moderate exposure to noise.
    • Subject to frequent interruptions with ability to manage multiple tasks simultaneously.
    • Demonstrates an understanding of the cultural differences among diverse groups and the need to adapt service provision to match these differences in respectful ways.
    •  Public Service Loan Forgiveness (PSLF) - Wellpoint employees may be eligible for loan forgiveness under the Public Service Loan Forgiveness program. 

     

    Organizational Information: 

     

    At Wellpoint Care Network, we have seen exactly how trauma, poverty, systemic racism, social injustices, and other barriers create instability in all areas of life. The people in our care face education and health disparities, high unemployment rates and unaffordable housing. What’s worse, many have lost connections to resources, family, friends, and other support systems. We have seen the toll it has on a person’s physical, emotional, and financial well-being to try and successfully navigate complex systems that may have failed them in the past.

     

    We believe there is a better way. So, we have anchored ourselves in our 170 years of caring for our neighbors through modernized human services.

    Wellpoint Care Network provides a rich continuum of services, including:

    •        Child Welfare and Foster Care 

    •        Support for youth who have aged out of care

    •        Care Coordination and Wraparound services 

    •        Mental health therapy and supports such as our Clinic, Family Preservation, Caregiver Support, and Integrated Community Treatment

    •        Professional education and clinical consultation (for organizations, schools, and individual/family) 

     

    Wellpoint Care also works to promote a diverse and caregiving environment to ensure that those we serve, and employ are valued, accepted, respected, and treated equitably.

      

    •        Equity means we work tirelessly toward fair and just treatment, systems, and policies. At Wellpoint Care Network, we believe that we are accountable – individually and collectively – when inequity or injustice replaces equity and inclusion. 

    •        Inclusivity means that we consciously build groups that welcome and celebrate differences in age, race, ethnicity, class, gender, sexual orientation, religion, gender expression, education, socio-economic background, personal history, geographical location, marital status, parental status, and work experiences.   

     

    Interested parties please apply online. We are committed to enhancing diversity, equity and inclusion and strongly encourage minority candidates to apply. For more information, visit our website www.wellpointcare.org.

     

    *To protect the health and well-being of our employees, clients, and community members we come in contact with on a daily basis, Wellpoint has decided to mandate the COVID vaccine for all employees or be approved with a qualified exemption. Please note that job candidates must be partially vaccinated within thirty (30) days of hire, and fully vaccinated within sixty (60) days of hire or approved for an exemption. *

     

    Equal Opportunity Employer

     

     

     

     

     

     

  • 18 Days Ago

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Member Services Representative (Waukesha)
  • Planet Fitness
  • Waukesha, WI FULL_TIME,PART_TIME
  • At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are ...
  • 19 Days Ago

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Member Services Representative
  • Planet Fitness Southgate
  • Milwaukee, WI FULL_TIME
  • At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential.We are c...
  • 20 Days Ago

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Overnight Member Services Representative
  • Planet Fitness Menomonee Falls
  • Menomonee Falls, WI FULL_TIME
  • At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are ...
  • 22 Days Ago

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Member Services Representative
  • Planet Fitness West Bend
  • West, WI FULL_TIME
  • At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential.We are c...
  • 22 Days Ago

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Overnight Member Services Representative
  • Planet Fitness West Bend
  • West, WI FULL_TIME
  • At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are ...
  • 22 Days Ago

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0 IRA Services Representative jobs found in Milwaukee, WI area

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Customer Service Rep
  • Applied Industrial Technologies, Inc.
  • Milwaukee, WI
  • ** Customer Service Rep** Location: Milwaukee, WI, US, 53224 Company: 1100-Applied Industrial Technologies Customer serv...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • HMSHost International
  • Milwaukee, WI
  • Customer ServiceRep ** Customer Service Rep** **Summary** The Customer Service Representative is responsible for providi...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Applied Industrial Technologies, Inc.
  • Menomonee Falls, WI
  • ** Customer Service Rep** Location: Menomonee Falls, WI, US, 53051 Company: 9016-PowerSystems, LLC As a leading industri...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • Capitol Stampings Corp.
  • Milwaukee, WI
  • ** Capitol Stampings** ** Customer Service Representative** Milwaukee, WI 53208 **We are looking for a Customer Service ...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Pentair
  • Brookfield, WI
  • Job Description: Job Description Pentair has a job opportunity for you! Join us as a Customer Service Representative to ...
  • 4/23/2024 12:00:00 AM

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Customer Service Rep I
  • Snap-on Inc
  • Kenosha, WI
  • Overview: CUSTOMER SERVICE REP LOCATION: KENOSHA, WI Monday thru Friday, in office. Start and End hours can range betwee...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • HMSHost International
  • Milwaukee, WI
  • Customer ServiceRepresentative ** Customer Service Representative** **Summary** The Customer Service Representative is r...
  • 4/23/2024 12:00:00 AM

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District Field Service Rep (Generators & Compressors)
  • Doosan Bobcat
  • Milwaukee, WI
  • At Doosan Bobcat, our success is powered by our people. Through our winning culture and one global team working together...
  • 4/22/2024 12:00:00 AM

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$39,522 to $48,085
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago