IRA Services Representative jobs in Pittsburgh, PA

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

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IRA Specialist
  • Dollar Bank, FSB
  • Pittsburgh, PA FULL_TIME
  • Dollar Bank is hiring for an IRA Specialist. If you would enjoy helping customers navigate their way through the requirements surrounding retirement accounts, this is the job for you. As an IRA Specialist, you will be the primary point of contact for both customers and branches seeking assistance regarding Retirement Accounts. You will field questions from customers regarding Required Minimum Distribution (RMD) amounts, Contribution Limits, Dollar Bank offered retirement products, interest rates, etc. You will assist branch personnel with monetary processing questions, new account opening processes and a variety of questions surrounding the retirement rules and regulations. Operational tasks are also required such as RMD payment maintenance, opening/closing accounts, etc.

    Principal Activities/Duties:

    *Open IRA accounts and follow through on the new account verification process.
    *Acknowledge telephone calls promptly and courteously.
    *Perform daily tasks such as CD Renewals, IRA branch verification, Bank by Mail processing, update withholding elections.
    *Process retirement savings transaction requests through the teller system.
    *Effectively deal with customers/back office employees who have service questions or problems in a professional, discrete, timely, accurate and courteous manner.
    *Attend IRA training seminars.
    *Participate at weekly staff meetings.
    *Participate in various projects as assigned i.e. 1099R and 5498 corrections, Escheat refunds, and IRA Required Minimum Distribution payment updates, and annual IRA mailings.
    *Other responsibilities as assigned.

    Qualifications:

    *High School Diploma/GED required. Some college a plus.
    *Banking experience is required.
    *Familiarity with Microsoft Word and Excel.
    *Familiarity with retirement savings products helpful.
    *Desire and ability to provide quality customer service.
    *Ability to effectively communicate both orally and in writing with customers and bank employees.
    *Must be an involved team player and positive acceptor of on-going change.
    *Attention to detail and accuracy, good organization skills.
    *Knowledge of IRA teller functions preferred.

     

  • 18 Days Ago
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Financial Services Representative - Scottsdale, AZ
  • Fidelity Brokerage Services LLC
  • Scottsdale, PA FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 2 Months Ago
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PATIENT SERVICE REPRESENTATIVE- REHAB SERVICES- CASUAL
  • Excela Health Corporate Services
  • Butler, PA FULL_TIME
  • Job Details Description Job Summary/Overall Objectives Responsible for coordinating and maintaining a positive customer experience while performing pre-registration, registration, scheduling, and busi...
  • 13 Days Ago
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REPRESENTATIVE PATIENT SERVICES (INSURANCE REPRESENTATIVE)
  • Clarion Hospital
  • Clarion, PA FULL_TIME
  • **REMOTE WORK UPON TRAINING - 80% remote & 20% in-office** This position completes the billing, and collection processes for all hospital patient service revenue that may be covered by insurance. Know...
  • 2 Days Ago
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REPRESENTATIVE PATIENT SERVICES (INSURANCE REPRESENTATIVE)
  • Independence Health System
  • Clarion, PA FULL_TIME
  • **REMOTE WORK UPON TRAINING - 80% remote & 20% in-office** This position completes the billing, and collection processes for all hospital patient service revenue that may be covered by insurance. Know...
  • 4 Days Ago
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Patient Services Representative, Dermatology
  • UPMC
  • Wexford, PA FULL_TIME
  • UPMC Department of Dermatology is hiring a full-time Patient Services Representative to join their team in Wexford, PA. In this position, you will work Monday-Friday during daylight hours. You will as...
  • 16 Days Ago
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0 IRA Services Representative jobs found in Pittsburgh, PA area

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Customer Service Rep
  • Applied Industrial Technologies, Inc.
  • Weirton, WV
  • ** Customer Service Rep** Location: Weirton, WV, US, 26062 Company: 1100-Applied Industrial Technologies Customer servic...
  • 4/25/2024 12:00:00 AM
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Customer Service Rep
  • PEAK Technical Staffing USA
  • Pittsburgh, PA
  • Must have experience with logistics/supplychain and SAP Job Description: Plans and executes expedient and efficient proc...
  • 4/24/2024 12:00:00 AM
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Member Services Rep Full Time
  • Planet Fitness
  • Monaca, PA
  • Position: Member Services Rep - Full Time - Afternoon/EveningWe are searching for a motivated Member Services Representa...
  • 4/24/2024 12:00:00 AM
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Member Services Rep Part Time Overnight
  • Planet Fitness Inc.
  • Cranberry Twp, PA
  • Position: Member Services Rep - Part Time - Overnight We are searching for a motivated Member Services Representative to...
  • 4/24/2024 12:00:00 AM
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Member Services Rep Full Time
  • Planet Fitness Inc.
  • Monaca, PA
  • Position: Member Services Rep - Full Time - Afternoon/Evening We are searching for a motivated Member Services Represent...
  • 4/23/2024 12:00:00 AM
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High-Level Member Services Rep
  • Advance Sourcing Concepts, LLC
  • Pittsburgh, PA
  • We are seeking two self-starting, team-oriented individuals to work with a growing, highly reputable Member Benefits Org...
  • 4/22/2024 12:00:00 AM
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Customer Service Rep III
  • ICONMA
  • Cranberry Township, PA
  • · May respond to e-mail inquiries. · Customer service is the primary function but may include minimal selling or promoti...
  • 4/21/2024 12:00:00 AM
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Service Representative
  • DuBois Chemicals, Inc.
  • Pittsburgh, PA
  • **Service Representative** Akron, OH, USA ? Cleveland, OH, USA ? Pittsburgh, PA, USA ? Toledo, OH, USA Req #747 Wednesda...
  • 4/21/2024 12:00:00 AM
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About Pittsburgh, Pennsylvania

Pittsburgh (/ˈpɪtsbɜːrɡ/ PITS-burg) is a city in the Commonwealth of Pennsylvania in the United States, and is the county seat of Allegheny County. As of 2018, a population of 308,144 lives within the city limits, making it the 63rd-largest city in the U.S. The metropolitan population of 2,362,453, is the largest in both the Ohio Valley and Appalachia, the second-largest in Pennsylvania (behind Philadelphia), and the 26th-largest in the U.S. Pittsburgh is located in the south west of the state, at the confluence of the Allegheny, Monongahela, and Ohio rivers. Pittsburgh is known both as "the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$39,164 to $47,649
Pittsburgh, Pennsylvania area prices
were up 1.9% from a year ago
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