IRA Services Representative, Sr. jobs in Salt Lake City, UT

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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IRA Customer Service Representative
  • Hired by Matrix
  • South Jordan, UT CONTRACTOR
  • Do you want more than just another job? Are you ready to team up with an organization that values your contributions? Then Hired by Matrix is for you!

    Working with some of the US’ premier companies, we excel at connecting candidates with positive cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.

    Hired by Matrix has provided talent solutions to enhance organizations’ team capacities for over three decades. As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.

    At-a-Glance:
    Are you ready to build your career by joining a global financial institution?  If so, our client is hiring an IRA Customer Service Representative!

    What You’ll Do:
    • Handle incoming phone calls from Financial Advisors and Associates regarding all IRA and qualified plan inquiries within book-of-business; and provide guidance regarding the IRS rules and regulations.
    • Establish and maintain effective relationships to deliver world class service to Financial Advisors.
    • Assist in special projects periodically throughout the year as IRS regulations change.
    • Utilize various internal and external resources and tools to provide information and resolve issues.
    • Follow established procedures to process written requests, route processing requests to the appropriate processing teams, and to escalate processing inquiries when needed. 
    What You Bring:
    • Basic IRA knowledge or 3 years of relevant work experience.
    • Quick learner; strong analytical and problem-solving skills.
    • Customer service background required.
    • Detail oriented.
    • Excellent written and verbal communication skills.
    • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
    Position Type:  Contract

    Get in Touch:
    We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Nidhi at 718-540-9668 to learn more.

    Who We Are:
    Since 1986, Hired by Matrix, Inc. has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.

    Connect with us on LinkedIn today and learn more about how HbM can change your career: https://www.linkedin.com/company/hired-by-matrix-inc/

    Check out our Career Center: https://www.hiredbymatrix.com/find-work/open-positions/
  • 10 Days Ago

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Sales Representative - Salt Lake City. Utah
  • Signode -Sales Representative
  • Salt Lake, UT FULL_TIME
  • Sales Representative - Salt Lake City. Utah Apply Now Description/Job Summary SummaryThe Regional Sales Consultant is responsible for providing the highest level of sales and service in their defined ...
  • 1 Month Ago

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Sr Substation Engineer
  • CE Power Engineered Services, LLC
  • Salt Lake, UT FULL_TIME
  • Sr Substation Engineer Job Locations US-UT-Salt Lake City ID 2023-1712 Category Engineering Position Type Regular Full-Time Remote: No Overview Qualus is a leading provider of specialized engineering ...
  • 16 Days Ago

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Patient Services Representative
  • Surgery Partners Brand
  • Park, UT FULL_TIME
  • In partnership with Intermountain, Surgery Partners is seeking a Receptionist / Patient Registration Clerk to join our Team! Job Title: Patient Services Representative Position Summary: Performs gener...
  • 25 Days Ago

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Client Services Representative - UT
  • Prcl World
  • Salt Lake, UT FULL_TIME
  • Client Services Representative - ShipNetwork Who We Are: ShipNetwork, is an e-commerce parcel carrier with a great company culture. Our unique approach allows small, medium, and even large ecommerce s...
  • Just Posted

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Financial Client Services Representative
  • Strategic Planning Group
  • Bountiful, UT FULL_TIME
  • Strategic Planning Group - Job Opportunity in Investment Management Location: Bountiful, Utah Company Overview:Strategic Planning Group, a well-established investment management firm, specializes in t...
  • 5 Days Ago

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0 IRA Services Representative, Sr. jobs found in Salt Lake City, UT area

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Guest Services Rep Part Time-104020
  • ESA Management, LLC
  • Sandy, UT
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep - Hybrid
  • StubHub
  • Draper, UT
  • Job Description Job Description Come join STUBHUB, the world’s largest ticket marketplace. With tickets available for ov...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Verdesian Life Sciences, LLC
  • Salt Lake City, UT
  • ** Customer Service Rep** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001244 Showing 1 locat...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Alpinehomemedical
  • Draper, UT
  • **Job Summary** **Experience Needed** * Absolutely must have superior customer service skills with the ability to quickl...
  • 3/27/2024 12:00:00 AM

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HVAC Customer Service Representative
  • Johnson Controls International
  • West Valley City, UT
  • Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, ou...
  • 3/27/2024 12:00:00 AM

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Bilingual Customer Service Representative
  • LoanMax Title Loans
  • Orem, UT
  • Loan Max Title Loans - Customer Service Representative (Bilingual) Are you looking for a stable, full time, entry level ...
  • 3/26/2024 12:00:00 AM

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Member Services Rep Full Time Day
  • Planet Fitness
  • Sandy, UT
  • Position: Member Services Rep - Full Time - Day We are searching for a motivated Member Services Representative to join ...
  • 3/24/2024 12:00:00 AM

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Oil Sales and Service Rep I
  • Clean Harbors
  • Salt Lake City, UT
  • Safety-Kleen Salt Lake City, UT is looking for a Local Class B Route Driver to join their safety conscious team! As a Lo...
  • 3/6/2024 12:00:00 AM

Salt Lake City has an area of 110.4 square miles (286 km2) and an average elevation of 4,327 feet (1,319 m) above sea level. The lowest point within the boundaries of the city is 4,210 feet (1,280 m) near the Jordan River and the Great Salt Lake, and the highest is Grandview Peak, at 9,410 feet (2,868 m). The city is in the northeast corner of the Salt Lake Valley surrounded by the Great Salt Lake to the northwest, the steep Wasatch Range to the east, and Oquirrh Mountains to the west. Its encircling mountains contain several narrow canyons, including City Creek, Emigration, Millcreek, and Par...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$45,272 to $52,841
Salt Lake City, Utah 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