IRA Services Representative jobs in Broomfield, CO
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
Investor Services Representative/ Phones - Hybrid
- ALPS Fund Services, Inc.
-
Denver, CO
FULL_TIME
- SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. Job Description Job Title: Investor Services Representative/Phones - Hybrid Locations: Denver, CO and Kansas City, MO | Hybrid Get To Know The Team: Join our amazing team, striving to exceed client expectations with every interaction. This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply! We will train! Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Answer shareholder and Broker/Dealer calls and respond to inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc. Review new account documentation and establish accounts as needed Review and respond to requests from clients, intermediaries and shareholders Analyze and complete trades, maintenances, statement requests and written inquiries Correspond with and contact Dealers and Investors as needed Research and callout to Broker/Dealers in regards to NSCC trading Perform callout campaigns for Clients What You Will Bring: Interpersonal and customer service skills - 100% Phones Attention to detail and accuracy and strong multi-tasking skills Computer experience (Word, Excel, Microsoft Outlook) Ability to work independently as well as in a team environment Industry experience and or knowledge of the NSCC would be a plus but not required Must be willing to work on site 2 days/week Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. #LI-RS1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Colorado: Salary range for the position: $19.00 USD/hour to $25.00 USD/hour. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
- 1 Month Ago
Guest Services Representative
- OCI Hospitality
-
Lakewood, CO
FULL_TIME
- About Us: Our hotel is proudly operated by OCI Hospitality. The purpose of OCI Hospitality is to Enrich the Lives of Others Through Hospitality. We believe all team members are at their best when they...
- 17 Days Ago
Patient Services Representative
- Urology America
-
Lone Tree, CO
FULL_TIME
- You are the face of the practice. You need to be able to handle the patient’s needs with grace and efficiency ensuring accuracy at all levels of contact. Contacts: Interacts with all levels of the URA...
- 17 Days Ago
Patron Services Representative
- City of Northglenn
-
Northglenn, CO
FULL_TIME
- Northglenn Arts/Parsons Theatre is seeking an energetic, courteous, customer-focused, hospitality driven individual to fill a full-time, 40 hours a week position, on our Patron Services/Box Office Tea...
- 18 Days Ago
Client Services Representative
- Suveto
-
Broomfield, CO
FULL_TIME
- GENERAL PURPOSE: Provide high quality customer service that meets or exceeds the expectations of our clients. Support the doctors and support staff. Look for ways to continually improve the delivery o...
- 19 Days Ago
Guest Services Representative
- Freddy's Frozen Custard & Steakburgers
-
Aurora, CO
PART_TIME
- Freddy's is looking for great Team Members – those who have a great smile, enjoy serving others, and carry positive energy in all that they do! The Freddy’s experience is only as good as our people! A...
- 20 Days Ago
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0 IRA Services Representative jobs found in Broomfield, CO area
Customer Service Rep
- Coastal Solutions
-
Littleton, CO
- Job Description Job Description Calling All Superheroes! Are you ready to unleash your incredible customer service power...
- 5/23/2024 12:00:00 AM
Customer Service Rep
- Coastal Solutions
-
Denver, CO
- Calling All Superheroes! Are you ready to unleash your incredible customer service powers for the greater good? We're on...
- 5/23/2024 12:00:00 AM
Customer Service Rep Wanted
- Blackjack Pizza & Salads
-
Longmont, CO
- Our pizzas and salads are second to none, and it's because we use killer ingredients, but also because we have rock star...
- 5/23/2024 12:00:00 AM
Customer Service Rep
- E.j. Castelan Agency LLC
-
Denver, CO
- Job Description Job Description Benefits: Competitive salary Opportunity for advancement Paid time off Benefits/Perks Co...
- 5/21/2024 12:00:00 AM
Customer Service Rep
- Cindi A Johnson Agency Inc. - American Family Insurance
-
Longmont, CO
- Job Description Job Description Benefits: Bonus based on performance Competitive salary Paid time off Training & develop...
- 5/21/2024 12:00:00 AM
Customer Service Representative>
- U-Haul
-
Aurora, CO
- U-Haul - [Customer Service Representative] As a Customer Service Rep at U-Haul, you'll: Interface with U-Haul customers ...
- 5/21/2024 12:00:00 AM
Customer Service Rep
- Sovos Brands, Inc.
-
Louisville, CO
- ** Customer Service Rep** **Job Category****:** Plant Whse & Log **Requisition Number****:** CUSTO001073 Showing 1 locat...
- 5/20/2024 12:00:00 AM
Customer Sales & Service Rep
- SiteOne Landscape Supply
-
Windsor, CO
- Our Customer Sales & Service Representatives are knowledgeable, energetic and consistently deliver the best overall cust...
- 5/20/2024 12:00:00 AM
About Broomfield, Colorado
Broomfield is a consolidated city and county in the U.S. state of Colorado. Broomfield has a consolidated city and county government which operates under Article XX, Sections 10-13 of the Constitution of the State of Colorado. The population was 55,889 at the 2010 United States Census. Broomfield is the 16th most populous municipality and the 13th most populous county in Colorado....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$40,993 to $49,874
Broomfield, Colorado area prices
were up 0.4% from a year ago
were up 0.4% from a year ago