Ira Customer Service Specialist Ii

64

2 years retirement services experience
Traditional roth sep simple ira knowledge
Erisa knowledge or abandoned plan regulations
The position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge to deliver exceptional customer service

Job Summary

  • The position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge to deliver exceptional customer service.
  • Responsibilities include setting up new IRA plans, processing payroll contributions, and assisting Financial Advisors with onboarding.
  • The role demands the ability to solve complex problems independently while acting as a subject matter expert for other departments.

Matching Summary

The position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge to deliver exceptional customer service.

Skills & Requirements

Must-have

  • 2 years retirement services experience
  • Traditional Roth SEP SIMPLE IRA knowledge
  • ERISA knowledge or abandoned plan regulations

Nice-to-have

  • Bachelor's degree in business preferred
  • Subject matter expert capability
  • Continuous improvement initiative

Key Requirements

  • Minimum 2 years retirement services industry experience
  • Bachelor's degree in business (preferred)
  • Moderate ERISA knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter