IRA Services Representative, Sr. jobs in Des Moines, IA

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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Sr. Spclst-Community Advocate
  • Windstream Services, LLC
  • Newton, IA FULL_TIME
  • About the Role: As a Community Advocate at Kinetic, you'll be the heartbeat of our brand within local communities, tasked with fostering a robust connection and reinforcing our presence as a trusted service provider. Your role is pivotal in supporting the Regional Marketing Consultant’s initiatives to maintain Kinetic’s commitment to local through various events and personal interactions within our community.  What You’ll Do: You will ignite new sales opportunities and facilitate upgrades by actively engaging in community outreach. Your expertise will allow you to serve as a consultant, identifying and meeting customer needs while providing a personalized touch to our services.  You'll also be Kinetic's human touchpoint, ensuring that customer service is delivered with a personal and local feel. Your responsibilities include identifying and participating in branding and selling events, tapping into the marketing insights provided by the Regional Marketing Consultant, and engaging with sales leaders and operations teams to enhance local community engagement. Building and nurturing relationships will be at the core of your role, including local homeowners’ associations, real estate and rental agencies, and other community partners. By keeping these entities informed of our services, you will ensure that new homeowners and tenants are well-acquainted with Kinetic’s offerings, and commitment to the community.  Active local engagement is key, and you will be expected to collaborate with local chambers, civic groups, charitable organizations, other community partners as well as our internal Kinetic community, enhancing Kinetic’s image as an integral part of the locality. Your role involves a close partnership with the operations teams to swiftly tackle and resolve any customer escalations, providing a seamless and positive customer experience. As the local expert, you will keep a pulse on competitor activities, providing valuable insights to our team. It is essential that you build a strong rapport with other sales teams to ensure a cohesive approach in all customer interactions. Lastly, you will be the champion of Kinetic’s Local initiative, promoting our local contact points, connections, and making sure the community knows they have a local team to call when they need support or services.   Do You Have: The ability to multi-task with a sense of urgency.  Create and manage project plans and timelines to ensure key deliverables are met. Anticipate needs, prioritize tasks & meet deadlines. A self-motivated, positive attitude with the desire to achieve metrics. Strong written, verbal and communication skills. The ability to travel within a territory.  A high level of comfort speaking in front of large crowds. Familiarity with Telecommunications, Broadband Fiber to the Home, DSL, Wi-Fi. Project management and customer service experience. College degree and 3-5 years professional level experience or 5 years professional level related experience, or an equivalent combination of education and professional level related experience. High School diploma or equivalent and 1 years of sales, customer service or other related experience. College hours or a college degree may be substituted for some experience as deemed appropriate. This is a safety sensitive position.   Physical Tasks- Standing Continuously: 67-100% |Walking Frequently: 34-66% | Sitting: Occasionally: 0-33% | Driving:  Car: Frequently: 34 – 66% Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% | Pushing-Pulling: Occasionally: 0-33% | Carrying: Occasionally: 0-33% | Reaching Above Head: Occasionally: 0-33% | Lifting-Lowering >1-15 lbs: Continuously: 67-100%, >15-30 lbs: Occasionally: 0-33%,  >30 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Frequently: 34-66% | Fine Manipulating: Occasionally: 0-33%Audio Visual Needs - Hearing: Continuously: 67-100%| Near Vision: Frequently: 34-66% | Far Vision: Occasionally: 0-33% |Peripheral Vision: Occasionally: 0-33% | Color Discrimination: Occasionally: 0-33% Equipment Used in Job Performance/Working Environment: Computer, Printer, Telephone, Cellular Phone Type of Driver’s License Required: Driver’s License
  • 23 Days Ago

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Sr Manager Software Quality/QA
  • Athene Employee Services, LLC
  • Des Moines, IA FULL_TIME
  • We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of i...
  • 2 Days Ago

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Account Services Representative
  • Iowa Community Choice Credit Union
  • Ankeny, IA OTHER
  • Job Details Job Location: Ankeny - Ankeny, IA Position Type: Full Time Salary Range: $20.00 - $22.00 Hourly Job Category: Banking DescriptionThe Account Services Representative for Community Choice Cr...
  • 2 Days Ago

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Member Services Representative
  • TEKsystems
  • Urbandale, IA FULL_TIME
  • Description:Handling inbound calls from providers checking eligibility and/or claim status for members. Call center environment taking inbound and outbound calls Respond to both standard and more diff...
  • 3 Days Ago

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Member Services Representative I
  • FBL Financial Group, Inc.
  • Des Moines, IA FULL_TIME
  • Member Services RepresentativeDo you pay great attention to detail and have effective communication skills? Are you a go-getter with high initiative and a positive attitude? If so, this Membership Ser...
  • 6 Days Ago

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Business Services Representative
  • NATIONAL ABLE NETWORK INC
  • Des Moines, IA FULL_TIME
  • National Able Network National Able Network, a dynamic and growing nonprofit agency specializing in the delivery of innovative employment and training programs recently acquired a new grant in Iowa an...
  • 2 Months Ago

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0 IRA Services Representative, Sr. jobs found in Des Moines, IA area

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Customer Service Representative
  • Domino's Pizza
  • Clive, IA
  • Description You got game? You got spring in your step? You want the best job in the world! And schedules that work with ...
  • 5/9/2024 12:00:00 AM

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Flexible and Remote- Client Service Rep
  • Global Elite
  • Des Moines, IA
  • Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's yo...
  • 5/9/2024 12:00:00 AM

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Client Services Rep (Insurance) - No Experience Required
  • Hire Standard Staffing
  • Ankeny, IA
  • Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families saf...
  • 5/9/2024 12:00:00 AM

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Client Services Rep (Insurance) - No Experience Required
  • HSS
  • Johnston, IA
  • Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families saf...
  • 5/9/2024 12:00:00 AM

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Client Services Rep (Insurance) - No Experience Required
  • HireStandard Staffing
  • Ankeny, IA
  • Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families saf...
  • 5/9/2024 12:00:00 AM

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Client Services Rep (Insurance) - No Experience Required
  • HireStandard Staffing
  • Grimes, IA
  • Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families saf...
  • 5/9/2024 12:00:00 AM

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Service Representative Off-Site
  • Graybar
  • Des Moines, IA
  • Make a difference. As a Service Representative Off-Site, you serve as key contact and liaison for customers to ensure to...
  • 5/6/2024 12:00:00 AM

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Customer Sales & Service Rep I, Customer Sales
  • Mediacom Communications Corporation
  • West Des Moines, IA
  • Position: Customer Sales & Service Representative I Who we are: Since 1995, Mediacom Communications has become a coast-t...
  • 5/5/2024 12:00:00 AM

Des Moines (/dɪˈmɔɪn/ (listen)) is the capital and the most populous city in the U.S. state of Iowa. It is also the county seat of Polk County. A small part of the city extends into Warren County. It was incorporated on September 22, 1851, as Fort Des Moines, which was shortened to "Des Moines" in 1857. It is on and named after the Des Moines River, which likely was adapted from the early French name, Rivière des Moines, meaning "River of the Monks". The city's population was 217,521 as of the 2017 population estimate. The five-county metropolitan area is ranked 89th in terms of population in ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$45,777 to $53,429
Des Moines, Iowa area prices
were up 0.8% 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