IRA Services Representative jobs in Altoona, PA
IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
Recently Added IRA Services Representative jobs
Financial Services Representative - San Diego (Rancho Bernardo), CA
- Fidelity Brokerage Services LLC
-
Center, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Member Services Representative
- Planet Fitness - PA Thomas Group
-
Altoona, PA
FULL_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...
- 22 Days Ago
Member Services Representative
- Fitness Holdings - Crunch Fitness
-
Huntingdon, PA
FULL_TIME
- Crunch Fitness is looking for Membership Sales Representatives to join our growing team. Come change lives through fitness! Are you looking for a career opportunity in one of the fastest growing fitne...
- 22 Days Ago
Overnight Member Services Representative
- Planet Fitness - PA Thomas Group
-
Altoona, PA
FULL_TIME
- Job SummaryThe Overnight Closer (Member Services Representative) will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness membe...
- 22 Days Ago
Customer Services Representative
- S&T Bank
-
Altoona, PA
FULL_TIME
- Altoona: 1100 Logan Boulevard, Altoona, PA 16602Work Days and Expected Hours:Monday - Thursday:8:30 AM - 5:00 PMFriday:8:30 AM - 6:00 PMSaturday:9:00 AM - 12:00 PM(Must be flexible around branch hours...
- 1 Month Ago
Patient Services Representative, Casual (Bedford)
- UPMC
-
Everett, PA
FULL_TIME
- A Patient Services Representative is responsible for welcoming patients upon arrival, promoting the usage of new and emerging consumer-friendly technologies, educating patients on their copayments and...
- 9 Days Ago
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0 IRA Services Representative jobs found in Altoona, PA area
Senior Customer Service Rep.
- Lineage Logistics LLC
-
Altoona, PA
- Senior Customer Service Rep. page is loaded **Senior Customer Service Rep.** **Senior Customer Service Rep.** locationsA...
- 4/19/2024 12:00:00 AM
Customer Service Representative
- Walmart
-
Bedford, PA
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/19/2024 12:00:00 AM
Bilingual Customer Service Representative
- Global Tel Link Corp
-
Altoona, PA
- **Bilingual Customer Service Representative** at GTL Altoona, PA GTL is currently seeking **Bilingual Customer Service R...
- 4/19/2024 12:00:00 AM
MyWebsite Customer Service Representative
- IONOS Inc.
-
Altoona, PA
- * Customer Service * Altoona, PA, USA * Base + Commission * Full Time *Benefits Eligible* * Do **YOU** * Do **YOU** * Do...
- 4/19/2024 12:00:00 AM
Inbound Telesales and Retention Customer Service Representative
- IONOS Inc.
-
Altoona, PA
- Inbound Telesales & Retention * Altoona, PA, USA * Full Time *Full Benefits* **C** **OVID-19 UPDATE**: At IONOS, the hea...
- 4/19/2024 12:00:00 AM
Guest Service Rep casual
- IRMC Physician Group
-
Indiana, PA
- Welcome to Indiana Regional Medical Center's Job Opportunities. We're always looking for great people to join our team. ...
- 4/18/2024 12:00:00 AM
Patient Service Representative - Endocrinology
- Penn Highlands Healthcare
-
Altoona, PA
- **Patient Service Representative - Endocrinology (Pinecroft)** CAROUSEL_PARAGRAPH * Huntingdon, Pennsylvania * Administr...
- 4/16/2024 12:00:00 AM
Route Sales and Service Representative
- Heritage-Crystal Clean, Inc.
-
Seward, PA
- Crystal Clean (CC) is one of the nation’s leading privately held companies in the environmental waste services industry....
- 2/5/2024 12:00:00 AM
About Altoona, Pennsylvania
Altoona is a city in Blair County, Pennsylvania, United States. It is the principal city of the Altoona Metropolitan Statistical Area (MSA). The population was 46,320 at the time of the 2010 Census, making it the eleventh most populous city in Pennsylvania. The Altoona MSA includes all of Blair County and was recorded as having a population of 127,089 at the 2010 Census, around 100,000 of whom live within a 5-mile (8.0 km) radius of the Altoona city center according to U.S. Census ZIP Code population data. This includes the adjacent boroughs of Hollidaysburg and Duncansville, adjacent township...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$36,540 to $44,456
Altoona, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago