The IRA Customer Service Specialist II position is responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions
Job Summary
The IRA Customer Service Specialist II position is responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions.
This position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge and is responsible for providing front-line call center and operational process and sales support to Financial Advisors, Employers, and IRA Owners.
The IRA Customer Service Specialist II is also responsible for daily transaction processing including setting up new IRA plans, initiating and or verifying distribution requests, processing payroll contributions, and following up on errors and other issues as they arise.
Matching Summary
The IRA Customer Service Specialist II position is responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions.
Skills & Requirements
Must-have
IRA account administration
Customer interaction and guidance
Transaction processing and verification
Problem identification and resolution
Nice-to-have
Proactive skill development
Continuous process improvement
Team collaboration and support
Building rapport and respect
Key Requirements
Minimum 2 years retirement services industry experience