IRA Services Representative, Sr. jobs in Stockton, CA

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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Member Services Representative
  • Crunch Stockton
  • Stockton, CA FULL_TIME
  • Reports to:

    • Manager
     

    Requirements: 

    • Fluent in English
    • Proficient reading and writing skills
    • Computer Skills
     

    Special Skills: 

    • Strong customer service skills
     

    Responsibilities: 

    • Membership Sales
    • Greet all members & guests with a smile and wish them well as they exit the club
    • Check in all members and guests in accordance with company procedures
    • Facilitate any messages on club software at member check-in
    • Answer phones in courteous, helpful, professional manner
    • Communicate special events to members and guests
    • Maintain an atmosphere, which makes members feel welcome
    • Facilitate all member requests or forward to a manager
    • Maintain professional disposition at all times
    • Sell retail products
    • Schedule member services: tanning, etc
    • Facilitate payment of member services in accordance with company procedures
    • Know club facility, services, and schedules
    • Maintain a clean and organized work area
    • Assist in all projects as delegated by club management
    • Follow all policies and procedures in the Employee Handbook
    • Opening and closing duties
     

    Meetings: 

    • Monthly or Weekly Department Meetings Employee Training Meetings
  • 12 Days Ago

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Enrollment Services Representative
  • Carrington College
  • Stockton, CA FULL_TIME
  • Who Are We: Carrington College prepares graduates for professional success by offering Baccalaureate and Associate of Science Degrees and Certificates of Completion in business, medical and technical ...
  • 14 Days Ago

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Enrollment Services Representative
  • Carrington College
  • Stockton, CA FULL_TIME
  • Who Are We: Carrington College prepares graduates for professional success by offering Baccalaureate and Associate of Science Degrees and Certificates of Completion in business, medical and technical ...
  • 14 Days Ago

R
Patient Services Representative
  • RadNet
  • Stockton, CA FULL_TIME
  • Come join our Stockton Diagnostic Imaging California Street team as a Patient Service Representative.Growth and learning opportunity available for a caring professional that wants to further develop t...
  • 29 Days Ago

P
Member Services Representative
  • Planet Fitness - Planet Central Valley LLC
  • Manteca, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 29 Days Ago

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Phlebotomist Patient Services Representative (Onsite)
  • GTT, LLC
  • Stockton, CA CONTRACTOR
  • Phlebotomist Patient Services Representative (Onsite) Contract Duration 6 Months Pay rate up to $25/hr Description: The Phlebotomist Patient Services Representative II (PSR II) represents the face of ...
  • 6 Days Ago

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0 IRA Services Representative, Sr. jobs found in Stockton, CA area

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Insurance sales and Service Rep.
  • Brandon Mcguire Insurance Agency
  • Pleasanton, CA
  • Job Description Job Description State Farm Insurance Agent located in Pleasanton, CA is seeking an outgoing, career-orie...
  • 4/24/2024 12:00:00 AM

F
Customer Service Representative
  • Fortuna BMC
  • Folsom, CA
  • Customer Support Representative AT A GLANCE: Pay: $20.00 - $24.00 per hour DOE Location: Folsom, CA Employment Type: Ful...
  • 4/23/2024 12:00:00 AM

U
Member Service Rep. I/II
  • Ultimate Staffing
  • Sacramento, CA
  • The Customer Service Officer helps to manage the daily activities of the branch operations department. Responsible for p...
  • 4/22/2024 12:00:00 AM

I
Contracts Services Officer
  • Insight Global
  • Sacramento, CA
  • Location: Sacramento, CA Pay Rate: $27/hr - $40/hr Duration: 6 Month Contract + extensions Onsite: 5 days a week Must Ha...
  • 4/22/2024 12:00:00 AM

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Member Services Representative
  • Crunch
  • Stockton, CA
  • Reports to: Manager Requirements: Fluent in English Proficient reading and writing skills Computer Skills Special Skills...
  • 4/22/2024 12:00:00 AM

B
Customer Service Rep
  • BRETT C WEBSTER
  • Sacramento, CA
  • Job Description Job Description Customer service representative and account manager, responsible for working with team t...
  • 4/21/2024 12:00:00 AM

I
Contract Services Officer
  • Insight Global
  • Sacramento, CA
  • Required Skills & Experience • Bachelor’s degree in a relevant field (e.g., Business Administration, Contract Management...
  • 4/20/2024 12:00:00 AM

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Police Services Officer
  • Vets Hired
  • Oakland, CA
  • About the job Police Services Officer Examples of Duties/Essential Functions: Duties may include, but are not limited to...
  • 4/20/2024 12:00:00 AM

Stockton is the county seat of San Joaquin County in the Central Valley of the U.S. state of California. Stockton was founded by Captain Charles Maria Weber in 1849 after he acquired Rancho Campo de los Franceses. The city is named after Robert F. Stockton, and it was the first community in California to have a name not of Spanish or Native American origin. The city is located on the San Joaquin River in the northern San Joaquin Valley and had an estimated population of 320,554 by the California Department of Finance for 2017. Stockton is the 13th largest city in California and the 63rd larges...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$50,590 to $59,048
Stockton, California area prices
were up 2.5% 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