IRA Services Representative jobs in New Haven, CT

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)

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Technical Services Representative
  • LATICRETE International, Inc.
  • Bethany, CT FULL_TIME
  • Classification:

    Salary

    Job Description:

    POSITION SUMMARY

    The Technical Services Representative II provides technical services to both internal and external customers through phone calls, website chats, emails, etc. and works to resolve complaints and issues in a timely manner.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    Additional duties and responsibilities may be assigned, as necessary.

    1. Customer Interactions (80%)

    • Provide technical services to architects, contractors, distributors, specifiers, engineers, homeowners, and internal customers through phone calls, website chat feature, emails, etc. to provide information on proper material selection, installation methods and supporting information.
    • Work on the investigation and settlement of customer complaints as assigned through SalesForce diplomatically and in a professional manner within authorized limits. Place complaint settlement product orders and/or check requests.
    • Coordinate incoming requests for technical support and training with sales and field Technical Representatives.
    • Follow up requests from field representatives and distributors to establish contact between contractors and design teams.
    • Coordinate and participate in job site visits.
    • Update complaints in Salesforce as new information is attained.
    • Resolve complaints quickly and in a mutually beneficial manner.
    • Help Technical Service Supervisor ensure departmental procedures and adequate internal controls are followed through the department.
    • Assist Supervisor with analysis of Technical Services activities and report trends and needs, as necessary.

    2. Internal Support (10%)

    • Support Technical Services training programs, as directed.
    • Create and update technical data sheets and technical advisories.
    • Review and approve technical literature, packaging, data sheets, and Marketing collateral.
    • Represent Technical Services ISO quality system reviews and audits.
    • Work / learn to increase product and industry knowledge and becoming a subject matter expert.

    3. Special Projects, Housekeeping, and Assignments (10%)

    • Participate in implementation or improvement initiatives associated with Technical Services.
    • Help design and implement procedures and online tools for vendor supplied products.
    • Work with Marketing to provide specifications, CAD details and BIM content to third party vendors for inclusion on their websites or specification generating tools.
    • Create and update FAQs for inclusion on website FAQ page.
    • Help DEVOPS develop tools for LATICRETE website for STRATA_HEAT and custom shower pans and drains to aid customer in choosing and ordering products.
    • Enter information into Salesforce for new Accounts, Contacts and Projects which are Technical Services generated.
    • Update complaints in Salesforce as new information is attained.

    REQUIRED SKILLS & QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Minimum of 3 yrs. experience in construction industry.
    • Minimum of 2 yrs. of experience in Technical Services or comparable industry experience.
    • Experience with Salesforce and JD Edwards preferred.
    • Knowledge of architecture and construction methods a plus.
    • Knowledge of LATICRETE product lines, applications, construction practices and materials a plus.

    Specialized Skills, Requirements and Experience:

    • High School Diploma: Degree preferred.
    • Strong interpersonal, written, and verbal communications skills.
    • Computer skills: Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, Teams, etc.) and Outlook.
    • Fluency in second language, preferred.
    • Team cooperation - maintain a positive cooperative attitude with all employees at LATICRETE and all customers (internal and external).

    Physical Requirements:

    • Physical ability to lift and carry 50 lbs. (22.7 kg) repeatedly.
    • Push/pull: Must be able to push/pull 50 lbs.
    • Stand: Must be able to stand 20% of the day or more.
    • Sitting: Must be able to sit for 80% of the day or more.
    • Twisting/Bending: Must be able to twist/bend 25% of the day.
    • Squatting, climbing and/or crawling: 10% of the day

    Travel Requirement:

    Must be able to travel up to 20%

     

  • 10 Days Ago

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Patient Services Representative (Onsite)
  • GTT, LLC
  • New Haven, CT CONTRACTOR
  • Patient Services Representative/Phlebotomist (Onsite) Contract Duration 3 Months Pay rate up to $20/hr Description: The Patient Services Representative (PSR II) represents the face of our company to p...
  • 11 Days Ago

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Member Services Representative
  • Elite Fitness
  • Seymour, CT PART_TIME
  • Special Skills: Strong customer service skills Responsibilities: Membership Sales. Greet all members & guests with a smile and wish them well as they exit the club. Check in all members and guests in ...
  • 25 Days Ago

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Business Services Representative (Inbound Sales)
  • Comcast
  • New Haven, CT FULL_TIME
  • Comcast is hiring remote Business Services Representative (Inbound Sales). So, why is this great job? Our REMOTE team is responsible for inbound tele-sales efforts of Comcast services to small-to-medi...
  • 10 Days Ago

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Flexible Schedule - Client Services Representative
  • Global Elite Texas
  • West Haven, CT OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 11 Days Ago

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Patient Services Representative - CT Braces
  • myOrthos
  • New Haven, CT FULL_TIME
  • The Patient Services Representative is responsible for welcoming visitors, checking patients in and out for their appointments, answering incoming calls, and scheduling future appointments. They will ...
  • 1 Month Ago

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0 IRA Services Representative jobs found in New Haven, CT area

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Customer service rep wanted>
  • Midas
  • Canton, CT
  • Midas - JobID: 100-131397142 [Customer Service Representative] As a Customer Service Representative at Midas, you'll: De...
  • 4/19/2024 12:00:00 AM

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Customer Service Rep I
  • Rentokil
  • Smithtown, NY
  • Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! For more information about our benefits, see below! W...
  • 4/19/2024 12:00:00 AM

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Inbound Customer Service Rep
  • Tata Consultancy Service Limited
  • Milford, CT
  • JobDescription: As a Customer Service Representative; the associate has to handle inbound calls from the customer or do ...
  • 4/18/2024 12:00:00 AM

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Customer Service Rep
  • Navytimes
  • Norwalk, CT
  • Customer Service Rep At a glance Location: US-CT-Norwalk Posted: 02/17/2022 Closing: 03/16/2022 Degree: Not Specified Ty...
  • 4/17/2024 12:00:00 AM

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Customer Service Executive
  • Redrobinrec
  • Cheshire, CT
  • Customer Service / Account Executive 20,000 plus bonus 30,000 (Un capped) **Job description** Internal Account Executive...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative>
  • U-Haul
  • New Haven, CT
  • U-Haul - [Customer Service Representative] As a Customer Service Rep at U-Haul, you'll: Interface with U-Haul customers ...
  • 4/15/2024 12:00:00 AM

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Field Service, Customer Service Rep General
  • Connecticut Water Company
  • Clinton, CT
  • We have an opening in our **Field Service, Customer Service** department for a **Field Service, Customer Service Rep Gen...
  • 4/15/2024 12:00:00 AM

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TSA Customer Service Representative
  • Staples, Inc.
  • West Hartford, CT
  • **TSA Customer Service Representative** **Function: Retail Locations** **Address: 2550 Albany Avenue** **City / State: W...
  • 4/15/2024 12:00:00 AM

New Haven is a coastal city in the U.S. state of Connecticut. It is located on New Haven Harbor on the northern shore of Long Island Sound in New Haven County, Connecticut, and is part of the New York metropolitan area. With a population of 129,779 as determined by the 2010 United States Census, it is the second-largest city in Connecticut after Bridgeport. New Haven is the principal municipality of Greater New Haven, which had a total population of 862,477 in 2010. New Haven was the first planned city in America. A year after its founding by English Puritans in 1638, eight streets were laid o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$42,902 to $52,196
New Haven, Connecticut area prices
were up 1.7% from a year ago