IRA Services Representative jobs in Riverside, CA

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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Client Services Representative
  • Promotional Fulfillment Services
  • Ontario, CA FULL_TIME
  • Company Overview

    Promotional Fulfillment Services, Inc. (PROMOFILL) is a leading provider of e commerce fulfillment, retail product distribution, marketing support and supply chain services. Our core competencies include integrated fulfillment and customer care services for product, literature, promotional and point-of-sale distribution needs. We are a leading provider in these service areas because of the dedication of our people, the technology we invest in and the commitment we have in each and every client.

    Position Overview

    The right person for this position will be responsible for daily communications with our fulfillment clients by performing all customer service and account management duties, including order fulfillment, status, tracking, project management and inventory management, etc. This person will urgently provide answers to client needs with timely responses; proactively participates in a company “team” approach; and effectively communicates client needs and priorities with internal team members.

    Essential Job Functions

    • Demonstrate responsiveness, ownership, accuracy and integrity in all communication ensuring one-contact resolution and customized service.
    • Proficiently place orders, set up new accounts, and research distributor and customer order inquiries.
    • Perform any other work-related assignments as requested by Manager, to assist Customer Support.
    • Display an excellent knowledge of all services including capabilities, availability and turnaround times. Know where to access additional information as requested.
    • Understand and be able to explain the reason behind company policies, procedures, programs, and services.
    • Communicate general information on PROMOFILL and our services.
    • Interact with our sales and management teams on new opportunities and new client implementations.
    • Ability to create and enforce SOP’s for current and future client needs.
    • Ensure that PROMOFILL clients continue to have unparalleled confidence in the services we provide. Responsibility is to make sure every client is reference able and totally satisfied with the services Promofill provides.

    Non-essential Job Functions

    • Back up shipping department when needed
    • Assist with hosting client meetings and internal staff trainings
    • Collaborate with operations, shipping, finance and sales & marketing departments as needed.

    Requirements

    • Excellent customer relation skills
    • Two years of post high school education preferred
    • Minimum of three (3) years customer service experience; previous experience in fulfillment customer service a plus
    • Advanced computer, keyboard, and typing skills required-skill tests for MS Word, Excel, math, inventory control, and English composition will be given
    • Ability to build relationships with clients
    • Excellent interpersonal skills with a strong ability to personalize and customize individual contacts
    • Excellent written and oral communication skills
    • Team player
    • Strong ability to understand the big picture in order to offer solutions rather than dead ends
    • Excellent multi-tasking skills
    • Excellent organizational skills
    • Self-motivated with strong work ethic, high sense of urgency, and dedication to customer satisfaction
    • Eager to learn new concepts
    • Innovative, creative problem solver and fact finder
    • Must be punctual and reliable

    Promotional Fulfillment Services, Inc. is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, ancestry, marital or veteran status.

  • 3 Days Ago

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Client Services Representative
  • Promotional Fulfillment Services
  • Mira Loma, CA FULL_TIME
  • Company Overview Promotional Fulfillment Services, Inc. (PROMOFILL) is a leading provider of e commerce fulfillment, retail product distribution, marketing support and supply chain services. Our core ...
  • 1 Month Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • Rancho Cucamonga, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 14 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • upland, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 14 Days Ago

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Service Representative- Ambulatory Services
  • Kaiser Permanente
  • Riverside, CA OTHER
  • Acts as first point of contact for Kaiser Permanente members/patients and assists members/patients through registration process under minimal direct supervision. Practices proper cash handling and rec...
  • 3 Days Ago

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Member Services Representative
  • Supreme Fitness Group
  • Upland, CA PART_TIME
  • *In order to be considered as a candidate for this position, it is required you complete the 2nd step application. Upon clicking "Submit Application", you will be directed to this 2nd step"* Job Summa...
  • 6 Days Ago

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0 IRA Services Representative jobs found in Riverside, CA area

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Member Service Rep
  • Crunch
  • Tustin, CA
  • Member Service Representative - lively environment, versatile assignments, competitive atmosphere Would you like to work...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep Procedure Authorization
  • The Oncology Institute of Hope and Innovation
  • Cerritos, CA
  • Founded in 2007, The Oncology Institute of Hope and Innovation (TOI) is advancing oncology by delivering highly speciali...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Coastal Community Solutions
  • Redlands, CA
  • Calling All Superheroes! Are you ready to unleash your incredible customer service powers for the greater good? We're on...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Fontana, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17509 Showing 1 location **J...
  • 4/21/2024 12:00:00 AM

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SR Customer Service Rep
  • GEODIS Group
  • Ontario, CA
  • ** SR Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** SRCUS022485 Showing 1 location...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep
  • L Ku Insurance Agency Llc
  • Irvine, CA
  • Job Description Job Description Well-known Insurance agency looking for caring individuals to work with clients and sale...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Ontario, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17790 Showing 1 location **J...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Gaia Flooring, Inc.
  • Hacienda Heights, CA
  • Job Description Job Description Every Step Matters with Gaia Floor! As a fresh face in the flooring world, Gaia is build...
  • 4/19/2024 12:00:00 AM

Riverside is a city in Riverside County, California, United States, located in the Inland Empire metropolitan area. Riverside is the county seat of the eponymous county and named for its location beside the Santa Ana River. It is the most populous city in the Inland Empire and in Riverside County, and is located about 55 miles (89 km) east of downtown Los Angeles. It is also part of the Greater Los Angeles area. Riverside is the 59th most populous city in the United States and 12th most populous city in California. As of the 2010 Census, Riverside had a population of 303,871. Riverside was fou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$42,266 to $51,422
Riverside, California area prices
were up 3.0% from a year ago