IRA Services Representative, Sr. jobs in Colorado Springs, CO

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Business Services and Strategy SR PROJECT MANAGER - ePMO
  • Focus on the Family
  • Colorado, CO FULL_TIME
  • The Senior Project Manager - ePMO position exists to provide superior project leadership and play a critical role in definition, coordination, and delivery of the aspects of Focus on the Family’s technical enterprise initiatives. These enterprise efforts, with varied complexities ranging from small to complex large-scale projects, will require work with engineers, contractors, IT personnel, online editors, and many other roles throughout the ministry to ensure that all the project team members have a complete understanding of the customers’ project needs. This position is responsible to be aware of customer expectations, overall direction of the project, requirements, scope, tasks, resources, timeline, etc. This position is responsible for management of technical web-based projects, internal SaaS projects, technical integration projects, enterprise software implementation and roll out and occasionally non-technical projects such as events or curriculum-based projects.   Essential Duties/Responsibilities:   Leads cross-functional project teams, ensuring that team members are aligned on project goals and timelines   Develops enterprise project documentation necessary to successfully launch each project    Contributes to requirements gathering   Provides leadership and mentorship to junior project managers and other team members, helping to develop their skills and capabilities   Builds and maintains customer relationships, monitors customer perceptions of project deliverables, and provides customers with education and options when challenges arise during the project   Owns the process of tracking and communicating appropriately all issues, risks, and action items   Manages post-project activities including project assessment and documentation (e.g., lessons learned and customer satisfaction surveys)   Develops and maintains strong, effective relationships with executive sponsor, project owner and project teams    Identifies, tracks, manages, and reports progress against major project milestones and mitigates items impacting the successful delivery of project including impacts to timelines, budget, quality, etc.   Although executing the project tactically, the senior project manager sees the project in the broader strategic context, operating as program/portfolio manager at times because their projects tend to be larger in effort and longer in duration and consisting of multiple sub projects    If conditions external to the project change and affect its value of viability, the Sr. Project Manager takes the lead in making necessary adjustments, up to and including project cancellation recommendation   Owns and maintains customer relationships, monitoring customer perceptions of the deliverables, and providing customers with education and options when challenges arise during the project    Other Duties/Responsibilities:   Performs all other duties as assigned   Managerial Breadth/Scope of Job:   None   Working Environment/Physical Requirements:   Office environment   Job Qualifications/Requirements Character/Spiritual: Exemplifies Ephesians 5:1-2, “Therefore be imitators of God as dear children and walk in love, as Christ also has loved us and given Himself for us...” Pursues the Great Commission given by Jesus Christ in Matthew 28:19-20, “Go therefore and make disciples of all the nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to observe all things that I have commanded you; and lo, I am with you always, even to the end of the age.” Is a consistent witness for Jesus Christ; maintains a courteous, Christ-like attitude in dealing with people within and outside of Focus; adheres to the Standard of Moral Conduct and Statement of Faith; upholds Focus on the Family's ministry in prayer Prays personally for Focus on the Family’s staff and constituents and may occasionally lead in a public prayer Engages in Christian ministry Demonstrates behaviors aligned with FOF core values   Personal Characteristics:   Maintains a high degree of integrity and ethical behavior in all business activities and decisions; lives with integrity derived from biblical values and demonstrates standards of conduct that meet or exceed company or legal requirements  Likes Technology and Delivery Self-motivated; demonstrates the ability to get the job done Diplomatic; articulate; decisive; approachable; flexible; concern for long-term effectiveness  Positive and encouraging attitude with ability to motivate/encourage peers  Team player; trustworthy; reliable  Coachable, able to redirect work priorities and assignments as requested  Creative thinker, effective problem-solver   Knowledge/Experience:   Bachelor’s degree in project management or equivalent experience/certifications Formal training/certification or equivalent experience with computer information systems and web technologies  7 years of experience running technical enterprise level projects 7 years of experience managing web-based projects with demonstrable understanding of SDLC, Wireframing, Front-end Development, Backend Development, Design Phases, Navigating various Staging Environments, and Quality Assurance  Demonstrable knowledge of technical infrastructure and implications to project outcomes Experience working with Agile, Waterfall and Kanban Methodologies Experience interacting with Business Analysts to complement the strategy/requirements phases, preferred PMP Certified through PMI, preferred Certified Scrum Master through Scrum Alliance, preferred   Skills, Abilities, and Special Talents/Gifts:   Ability to manage multiple projects at various stages  Ability to influence and gain support from people over whom they have no direct control  Ability to resolve conflicts, disagreements, and misunderstandings  Excellent organizational and administrative skills  A strong team player  Flexibility and adaptability to change PM system agnostic Strong attention to detail  Ability to work with little supervision  Ability to multi-task  Maintain a cool and calm demeanor under pressure    Salary Range: $89,440 to $102,960/yr.     Focus on the Family puts a high value on our team members and offers a unique benefit package.   Employees scheduled for 20 hours or more per week are eligible for: Norton LifeLock ID Theft Coverage Legal Shield/ID Shield Coverage AFLAC 403B Retirement Plan Vacation Time & Vacation Payout Sick Time Holidays Service Awards Community Service Days Bookstore Discount Fitness Center Employees scheduled for 30 hours or more per week are eligible for all the above and: Medical Plan Dental Plan Vision Plan Life Insurance Disability Insurance Flexible Spending Accounts EAP (Employee Assistance Program) Tuition Reimbursement Warehouse Membership Reimbursement   Note: This is a summary and should not be construed as future promises to continue to provide benefits as outlined above. For complete and definitive language, refer to the governing plan documents.   *Temporary employees are not eligible for benefits, except for:   Fitness Center Bookstore Discount Sick Time
  • 8 Days Ago

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Guest Services Representative
  • American Adventure Expeditions
  • Buena Vista, CO FULL_TIME
  • Job Purpose: To be the smiling faces and helpful voices of AAE!!! Providing a positive, helpful, and courteous experience for all AAE guests all while adhering to the mission statement of American Adv...
  • 18 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Colorado, CO FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 5 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Colorado, CO FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 5 Days Ago

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Customer Services Representative
  • Joy Luedtke Real Estate, LLC
  • Colorado, CO FULL_TIME
  • We are seeking a Customer Services Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Responsibi...
  • 11 Days Ago

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Patient Services Representative
  • Vanguard Skin Specialists
  • Colorado, CO FULL_TIME
  • DescriptionJoin one of the Gazette’s Best Workplaces five years in a row and one of the top 150 workplaces in Colorado by the Denver Post for the last three years. Vanguard Skin Specialists is a derma...
  • 13 Days Ago

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0 IRA Services Representative, Sr. jobs found in Colorado Springs, CO area

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Customer Service Representative
  • Healthcare Outsourcing Network, LLC
  • Colorado Springs, CO
  • Job Description Job Description We are a company located in Wheat Ridge, Colorado with clients around the United States,...
  • 4/24/2024 12:00:00 AM

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Front Desk / Patient Services Rep
  • Surgery Partners Inc
  • Colorado Springs, CO
  • ** Front Desk / Patient Services Rep** **Job Category****:** Registration/Scheduling **Requisition Number****:** FRONT06...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Colorado Springs, CO
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Field Service Representative
  • H2gov
  • Colorado Springs, CO
  • **Location**: Ft. Carson, CO **Job Description**: The Advanced Field Artillery Tactical Data System (AFATDS) is an autom...
  • 4/24/2024 12:00:00 AM

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CUSTOMER SERVICE REPRESENTATIVE
  • Bayard | Spectrum Jobs Promo - DE
  • Colorado Springs, CO
  • Position Type: Full Time Location: Colorado Springs, Colorado Date Posted: Date posted 03/29/2024 Anticipated Close Date...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Systems Integration, Inc.
  • Colorado Springs, CO
  • Job Description Job Description Systems Integration, Inc. (SII) is a leading provider of turnkey contact center infrastr...
  • 4/22/2024 12:00:00 AM

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Client Service Representative
  • Charles Schwab
  • U S A F Academy, CO
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Client Services Representative
  • Charles Schwab
  • U S A F Academy, CO
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

Colorado Springs is a home rule municipality that is the largest city by area in Colorado as well as the county seat and the most populous municipality of El Paso County, Colorado, United States. Colorado Springs is located in the east central portion of the state. It is situated on Fountain Creek and is located 60 miles (97 km) south of the Colorado State Capitol in Denver. At 6,035 feet (1,839 m) the city stands over 1 mile (1.6 km) above sea level, though some areas of the city are significantly higher and lower. Colorado Springs is situated near the base of Pikes Peak, which rises 14,115 f...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$46,956 to $54,806
Colorado Springs, Colorado area prices
were up 2.3% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020