IRA Services Representative, Sr. jobs in Omaha, NE

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 Client Services Coordinator
  • Data Axle
  • Papillion, NE FULL_TIME
  • Job Description

    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:

    1. Coordinate list rentals for clients to comply with the specific direct mail campaigns. Communicate with mailers, list owners, list managers and operations management.
    2. Confirm, enter, ship and prepare orders for invoicing. Process revisions and cancellations into order entry system in a timely manner.
    3. Enter and maintain data card updates and information.
    4. Prepare list recommendations, cross sell and negotiate pricing under direction for presentation to client.
    5. Coordinate, evaluate and fulfill special processes such as suppression, segmentation processes for clients, as appropriate.
    6. Manage client email marketing campaigns, including communicating with clients on campaign scheduling, targeting, mailing issues, procedures and expectation setting.
    7. Troubleshoot and monitor data transfers.
    8. Make recommendations on process improvement and operational execution on delivery of data and creative assets to support business, such as reports and analytics.
    9. Utilize effective customer service techniques to handle client concerns. Work with internal departments to manage client issues, assess impact and develop solutions.
    10. Learn and become proficient on multiple web based platforms as required to complete the order processing for clients.
    11. Maintain accurate and complete client files documenting specific requirements of each client.
    12. Comply with internal processes and procedures for safeguarding data and audit requirements.

    * 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:

    1. Attend client meetings.
    2. Assist in prospecting for new clientele and developing recommendations related to client programs.
    3. Train colleagues to cover all aspects of job responsibilities such as the use of email marketing and count query fulfillment platforms.
    4. Perform other miscellaneous duties as assigned by management.

    *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.

    Qualifications

    Knowledge, Skill, and Abilities:

    1. Ability to communicate with individuals at all levels in the company in an articulate, professional manner. Excellent customer service, telephone and communication skills.
    2. Ability to build productive relationships with clients and meet goals.
    3. Ability to make decisions after various possibilities have been considered on matters of significance where an incorrect decision may lead to additional cost to the company or client or the loss of a client.
    4. Ability to work under pressure, prioritize, meet organizational deadlines, and multi-task while maintaining quality of work product. Detail oriented and able to successfully handle multiple priorities simultaneously.
    5. Knowledge of legacy and licensed platforms, MS Office (Excel and Access), UNIX, SQL, and email deployment platforms.
    6. Technical understanding and thorough attention to the detail of fulfillment processing requirements.
    7. Problem solving and logical thinking skills.
    8. Excellent data quality control skills.
    9. Ability to maintain the highest degree of confidentiality and discretion when handling sensitive information
    10. Ability to identify improvement in process tools and design.
    11. Excellent organizational, time management and record keeping skills are critical.
    12. Attention to detail and excellent follow through.
    13. Ability to learn and adapt to changing technologies.
    14. Ability to work independently or as part of a team.
    15. Advanced knowledge of technology, online marketing, and the Internet.

    Education, Experience, and Certification:

    1. Associate's degree or equivalent is required.
    2. 5 plus years of direct marketing experience is required.

    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.

    Posting Location
    REMOTE
    Position Type
    Full Time

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

     

  • 18 Days Ago

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Sr Sales Representative - Gas Fittings
  • honeywell
  • Nebraska, NE FULL_TIME
  • Be the front line seller who drives sales, identifying and generating opportunities for different kinds of customers. You will foster client satisfaction by maintaining regular customer contact and ma...
  • Just Posted

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Beneficiary Services Representative
  • Professional Performance Development Group
  • Offutt AFB, NE FULL_TIME
  • Location: Offutt Air Force Base, NEHours: Monday- Friday 7:30 am- 4:30 pm Requirements: Education: Associate degree (preferably in business administration, management, or healthcare fields) Experience...
  • 11 Days Ago

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Member Services Representative
  • FREMONT FAMILY YMCA
  • Fremont, NE FULL_TIME
  • Be "the face of the Y" as a Member Services Representative. This person is responsible for welcoming members and non-members, resolving issues, answering questions, routing phone calls, providing memb...
  • 11 Days Ago

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Casino Services Representative
  • Ameristar Casino Hotel Council Bluffs
  • Council, IA PART_TIME
  • WE’RE CHANGING ENTERTAINMENT. COME JOIN US. We’re always looking for talent that believes in having fun. At PENN Entertainment, you’ll get to be a part of an exciting industry, where the days and nigh...
  • 12 Days Ago

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Financial Services Representative I
  • First Interstate BancSystem
  • Red Oak, IA FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Red Oak, IA branch. What’s Important to You We know your career is ...
  • 4 Days Ago

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0 IRA Services Representative, Sr. jobs found in Omaha, NE area

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Customer Service Representative
  • Fiserv
  • Omaha, NE
  • Customer Service Representative page is loaded **Customer Service Representative** **Customer Service Representative** l...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • The Reserves Network, Inc.
  • Omaha, NE
  • Job Description Job Description When you step into the role of the customer service representative with this Omaha based...
  • 4/19/2024 12:00:00 AM

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***HYBRID*** Customer Service Reps - $19/hour PLUS COMMISSION!!!
  • RemX The Workforce Experts
  • Omaha, NE
  • Job Description Job Description We’re Hiring Customer Service Representatives to assist a busy team in downtown Omaha, N...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Jay M Bergmeier Insurance Agency Inc / State Farm
  • Omaha, NE
  • Job Description Job Description We are seeking a Property Casualty Customer Service Rep to join our team! You will be re...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative
  • Jay M Bergmeier Insurance Agency Inc / State Farm
  • Bellevue, NE
  • Job Description Job Description We are seeking a Property Casualty Customer Service Rep to join our team! You will be re...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative
  • EMS Inc.
  • Omaha, NE
  • Job Description Job Description Customer Service Representative At EMS, we “Contact Center” differently. We support our ...
  • 4/17/2024 12:00:00 AM

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Member Services Representative
  • Planet Fitness Walnut Grove
  • Omaha, NE
  • Job Description Job Description At Planet Fitness, we pride ourselves in creating a culture that empowers people to live...
  • 4/17/2024 12:00:00 AM

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Member Service Representative
  • CREIGHTON FEDERAL CREDIT UNION
  • Omaha, NE
  • Job Description Job Description We are seeking a Member Service Representative to join our team! You will be responsible...
  • 4/15/2024 12:00:00 AM

Omaha (/ˈoʊməhɑː/ OH-mə-hah) is the largest city in the state of Nebraska and the county seat of Douglas County. Omaha is located in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. The nation's 40th-largest city, Omaha's 2018 estimated population was 466,061. Omaha is the anchor of the eight-county, bi-state Omaha-Council Bluffs metropolitan area. The Omaha Metropolitan Area is the 59th largest in the United States, with an estimated population of 944,316 (2018). The Omaha-Council Bluffs-Fremont, NE-IA Combined Statistical Are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,880 to $52,383
Omaha, Nebraska 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