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)
MAIN RESPONSIBILITIES
Must ensure steady progress for following through the delivery orders of his / her client portfolio and establishes sales forecasts while always ensuring client satisfaction.
Delivery
Must apply all the Quality, Environmental and Safety procedures and operating instructions within the framework of operations linked to his/her job and the rules defined by the Group
Level and Experience :
Associate Degree is preferred, 2 years minimum, and / or an introductory experience in a similar position, preferably in an industrial environment. Would consider High School Diploma with 5-8 years of experience.
3-5 years of similar Customer Service Responsibility with large manufacturing customers.
Preference will be given to Bachelor's degree.
Professional abilities :
Technical Knowledge :
AKWEL is a stable, indoor/year round employer in a modern, industrial plant that provides all basic tools and equipment.
This Company Describes Its Culture as:
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0 IRA Services Representative jobs found in Muskegon, MI area