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)
Data Axle provides data, applications, and services that help organizations make and save money. Our commitment to accuracy, service and innovation drive customer acquisition, retention, and product enhancement. We are currently seeking a Sr Client Services Coordinator.
This position is responsible for assisting in all aspects of sales support, database count queries, order processing, fulfillment, customer service, email deployments, and reporting. Responsibilities include overseeing the daily production, scheduling, delivery, and reporting of clients' targeted direct mail communications. Also, this position is responsible for editing HTML and text marketing messages, testing, scheduling, reporting and analyzing deployment results. This position regularly and customarily exercises discretion and independent judgment relative to matters of significance.
Essential Job Functions:
* Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation. The function is considered essential if the reason the position exists is to perform that function.
Supportive Job Functions:
*These tasks do not meet the Americans with Disabilities Act definition of essential job functions and usually equal 5% or less of time spent. However, these tasks still constitute important performance aspects of the job.
Knowledge, Skill, and Abilities:
Education, Experience, and Certification:
If you are a resident of the state of California, Colorado, New York, or Washington, or email us at to receive compensation and benefits information for this role. Please include the job title and/or job ID of the role you are interested in.
Affirmative Action/EEO Statement:
At Data Axle, we are committed to attracting, retaining, and engaging employees from all walks of life. Diversity is an important part of our values and business operations. We are dedicated to creating an inclusive environment that promotes professional development for everyone. As part of that commitment, Data Axle does not discriminate on the basis of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, marital status, status with regard to public assistance, status as a disabled veteran and or Vietnam Era or any other characteristic protected by federal, state, or local law. All qualified applicants will receive consideration for employment. In addition, Data Axle will provide reasonable accommodation for otherwise qualified disabled individuals.
0 IRA Services Representative, Sr. jobs found in Omaha, NE area