IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)
Job Overview
The Client Relations Specialist is responsible for providing superior client support to all current and potential IRA Financial account holders. They will do this by identifying specific needs through intent listening and asking open-ended questions, and assist the client directly or transfer to the appropriate department. The person who holds this position should have great attention to detail, the ability to multitask, good organizational skills and excellent communication skills. They will be expected to continuously update their knowledge of IRA Financial products, services, and policies.
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