Ira Associate Analyst

Ally Financial Inc.

On-site
Direct customer contact
Irs regulation knowledge
Customer service excellence
Ally Financial Inc. is seeking an IRA Associate Analyst to manage IRA account openings, distributions, and customer inquiries while ensuring adherence to IRS regulations. This role demands excellent customer service skills and operates primarily on-site with specific work hours from Tuesday to Saturday

Job Summary

  • This role is responsible for IRA account opening, distributions, and transfers while resolving client issues.
  • The specialist assists clients in determining options and completing forms in accordance with IRS regulations.
  • The position requires direct customer contact to provide superior service during specific working hours.

Matching Summary

Match Score: 75

Ally Financial Inc. is seeking an IRA Associate Analyst to manage IRA account openings, distributions, and customer inquiries while ensuring adherence to IRS regulations. This role demands excellent customer service skills and operates primarily on-site with specific work hours from Tuesday to Saturday.

Skills & Requirements

Must-have

  • Direct customer contact
  • IRS regulation knowledge
  • Customer service excellence

Nice-to-have

  • Strong communication skills
  • Problem-solving abilities
  • Team collaboration

Key Requirements

  • Must not require new employment authorization sponsorship

Work Rights

Must have existing US work authorization; no new sponsorship available

Tailored Resume

Cover Letter