IRA Services Representative jobs in Durham, NC

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

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Client Services Representative
  • Primeritus Financial Services Inc
  • Raleigh, NC FULL_TIME
  • Gather information from clients and places accounts for repossession, operating within the scope of applicable laws and regulations and in a manner that represents professionalism and that does not jeopardize the integrity of the company. Provide updated account information to the lender. Interact with internal and external customers to provide information in response to inquiries about accounts and to handle and resolve account needs.
    • Provide essential client services ensuring client expectations are being met in the following areas:
    o Redemption
    o Release
    o Transportation
    o Key Services
    • Provide timely and detailed updated account information to the lender per SLA guidelines.
    • Build successful relationships with contractors and clients in order to service accounts.
    • Provide written or verbal communications to clients and contractors to:
    o Provide updates regarding account status and service levels.
    o Obtain any necessary documentation or guidance to pursue the collateral/customers.
    o Notify upon repossession of collateral.
    • Assist with updates and account management for team.
    • Conduct account research when field representatives are unable to locate collateral based on account placement information.
    • Forward condition report, personal property inventory form and photos as required to client in a timely manner.
    • Serve as point of contact to client, providing any requested services and information.
    • Communicate the status of accounts verbally and in writing to clients as necessary.
    • Forward account information to field representatives based on territory coverage.
    • Forward impound and personal property notice to the proper parties as necessary.
    • Other duties, as assigned.
    Job Requirements
    • HS Diploma is required; Associate’s or Bachelor’s degree from an accredited college or university is preferred.
    • Must have 3-5 years’ customer service experience; ideal candidates will have prior experience in a call center environment.
    • Excellent interpersonal, written, and verbal communication skills.
    • Good organizational and time management skills.
    • Must be self-motivated and dependable with the ability to use independent judgment along with good organizational and time management skills.
    • Proficient in the usage of office equipment including phones, desk top computers, dual computer monitors, and copier/scanner/fax.
    • Must have above average skills in MS Office Suite including Word, Outlook, and Excel.
    • Must be able to work overtime as needed.
    • Prior knowledge or experience with state and federal rules and regulations pertaining to the Consumer Financial Protection Bureau (CFPB), Fair Debt Collections Practices Act (FDCPA), and the Gramm-Leach – Bliley Act (GLBA) is preferred.
    Employees will be in an office and will be required to be able to travel to additional office buildings as needed. The position is sedentary and requires sitting for long periods of time while working on a computer or using other office equipment. The employee must occasionally lift or move items up to 30 pounds.
    Primeritus an Equal Opportunity employer and all qualified applicants will receive consideration to employment without regard to race, color, religion, gender, pregnancy, sexual orientation, national origin, age, or protected veteran or disability status.
  • 6 Days Ago
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Patient Financial Services Representative
  • REVCO SOLUTIONS
  • Durham, NC FULL_TIME
  • Description *On-site*Join Our High-Energy Healthcare Call Center Team!At Revco Solutions we provide exceptional customer service to the patients we service. As a leading healthcare call center, we are...
  • 12 Days Ago
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Patient Services Representative
  • Lincoln Community Health Center, Inc.
  • Durham, NC FULL_TIME
  • Patient Services Representative Finance Lincoln Community Health Center, Inc., a federally qualified community health center located in Durham, NC is recruiting for Patient Services Representatives (F...
  • 12 Days Ago
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Member Services Representative
  • ROCKY MOUNT FAMILY YMCA INC
  • ROCKY MOUNT, NC OTHER
  • Job Details Job Location: ROCKY MOUNT FAMILY YMCA, INC. - ROCKY MOUNT, NC Position Type: Part Time Salary Range: Undisclosed DescriptionJob Title: Member Services Representative Status: P/T, hours var...
  • 14 Days Ago
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IBH-PATIENT SERVICES REPRESENTATIVE
  • Opportunities Industrialization Center (OIC, Inc.)
  • Rocky, NC FULL_TIME
  • JOB TITLE: IBH Patient Services Representative DEPARTMENT: Integrated Behavioral Health Services FLSA: Full-Time; Hourly/Non-Exempt DURATION: Open Until Filled HIRING RANGE: $15.00/hour to $17.00/hour...
  • 14 Days Ago
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Customer Account Services Representative
  • MED-EL Corporation
  • Durham, NC FULL_TIME
  • Customer Account Services Representative Full-Time Hybrid Durham, NC About the Company: MED-EL Corporation is a global leader in hearing implant technology and research. While headquarters resides in ...
  • 15 Days Ago
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0 IRA Services Representative jobs found in Durham, NC area

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Customer Service Rep(07441) - 306 Fish Drive
  • Domino's Franchise
  • Angier, NC
  • Job Description Job Description Job Description The main requirement for Domino's Pizza Customer Service Representative ...
  • 4/19/2024 12:00:00 AM
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Customer Service Representative - Work From Home>
  • Healthon
  • Durham, NC
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM
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Customer Service Representative
  • The Alliance Corporate Office
  • Burlington, NC
  • Job Description Job Description Customer Service Rep needed in Burlington, NC The Alliance is seeking a dynamic and cust...
  • 4/18/2024 12:00:00 AM
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Customer Service Rep
  • BINSWANGER ENTERPRISES LLC
  • Raleigh, NC
  • Job Details Job Location Raleigh 121 - Raleigh, NC Position Type Full Time Travel Percentage None Description Want a car...
  • 4/18/2024 12:00:00 AM
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Customer Service Rep
  • Randstad North America, Inc.
  • Burlington, NC
  • Serve as the main point of contact for customer inquiries via phone, email, and in person. - Provide information about o...
  • 4/18/2024 12:00:00 AM
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Customer Service Representative
  • DB Roberts
  • Raleigh, NC
  • Job Description JOB SUMMARY The major objective for this position is to provide essential elements of support for the In...
  • 4/18/2024 12:00:00 AM
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Customer Service Rep
  • Hiring Now!
  • Sanford, NC
  • About Us Americold is a global provider of temperature-controlled infrastructure. We partner with farmers and food produ...
  • 4/17/2024 12:00:00 AM
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Customer Service Representative
  • DB Roberts
  • Wake County, NC
  • Job Description JOB SUMMARY The major objective for this position is to provide essential elements of support for the In...
  • 4/15/2024 12:00:00 AM
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About Durham, North Carolina

Durham is a city in and the county seat of Durham County in the U.S. state of North Carolina. The U.S. Census Bureau estimated the city's population to be 251,893 as of July 1, 2014, making it the 4th-most populous city in North Carolina, and the 78th-most populous city in the United States. Durham is the core of the four-county Durham-Chapel Hill Metropolitan Area, which has a population of 542,710 as of U.S. Census 2014 Population Estimates. The US Office of Management and Budget also includes Durham as a part of the Raleigh-Durham-Chapel Hill Combined Statistical Area, which has a populatio...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,488 to $46,827
Durham, North Carolina area prices
were up 1.5% from a year ago
View detail