IRA Services Representative jobs in Philadelphia, 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)

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Strategic Client Services Representative II
  • Canon Financial Services
  • Mount Laurel, NJ OTHER
  • About the Role

    Provides premier customer and dealer support servicing processes for all of Canon Financial Services’ Strategic Clients.  Acts as the single point of contact for and takes ownership of a portfolio of customers.  Strategic Clients can include large global corporations, State and local governmental entities as well as the United States Federal Government.  This is an advanced servicing role blending Customer Service, Collections, Reconciliation and other servicing skills for major client groups.   This position is full time and offers a hybrid work schedule requiring you to be in the office Tuesdays and Wednesdays with an option to work from home the remainder of the week (unless a specific business need arises requiring in office attendance on other days).  However, the initial new hire training period will require you to be in the office full-time for the first 30 days of employment. Note that work schedules and office reporting requirements may change from time to time based on business needs.      

    Your Impact

      - Responsible for servicing all aspects of the Strategic Client relationship, including but limited to: - Responding to customer inquiries in a timely manner in order to provide best in class customer service while maintaining internal aging receivable levels. - Conducting large scale reconciliation and cash application analyses. - Root cause, problem solve and develop action plans for complex customer facing issues. - Simultaneously handling issues spanning multiple disciplines across complex, multi-schedule clients. - Develop, utilize and effectively translate multiple types of reporting in order to visualize the high level picture of the portfolio as well as individual customers. - Reading, understanding and acting on customer purchase orders, invoicing requirements, payment methods and the processes involved with them. - Understanding and executing the end of lease process for multiple lines of business as well as individual customer requirements. End of lease processes include: buyout and upgrade quotes, scheduling equipment removal and contract termination. - Identify, understand and oversee the rebooking process for customers in the portfolio stemming from errors, changes to contracts or contractual obligations. - Engaging with various business partners including: internal Canon Financial resources, Canon USA and Canon Solutions Americas representatives as well as representatives from other multiple sales channels. - Engaging with all levels of partners within our Strategic Clients. Engagement can be anywhere from AP personnel through C-level employees. - Complete other high priority projects assigned by the leadership team. - Mentor and develop Level 1 associates. Provide guidance, training and assistance as needed. - Cross train across all disciplines involved in Strategic Client Services - Participate in companywide/interdepartmental initiatives as needed    

    About You: The Skills & Expertise You Bring

    - High School Diploma Required; Bachelor’s degree or equivalent experience preferred. - Minimum of 3-5 years of Collections/Customer Service experience. - Successful utilization of systems: SalesForce, Unified Desktop - Experience with Odessa LeaseWave preferred - Intermediate knowledge level of Microsoft Office products, specifically Excel and Word - Experience with large customers containing multiple schedules. - Experience with Government Entities a plus - Experience with understanding payment application and payment reconciliations - Proven analytical problem solving skills and basic math skills required

    Company Overview

    About our Company - Canon Financial Services, Inc. (CFS) is a wholly-owned subsidiary of Canon U.S.A., Inc. Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $30.3 billion in global revenue, its parent company, Canon Inc. (NYSE:CAJ), ranks third overall in U.S. patents granted in 2022† and is one of Fortune Magazine's World's Most Admired Companies in 2022. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To keep apprised of the latest news from Canon U.S.A., sign up for the Company's RSS news feed by visiting www.usa.canon.com/rss and follow us on Twitter @CanonUSA. For media inquiries, please contact pr@cusa.canon.com. † Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon Financial Services offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more.https://www.usa.canon.com/about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers’ site https://www.usa.canon.com/internet/portal/us/home/about/careers, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://www.usa.canon.com/internet/portal/us/home/about/careers #CFS
  • 16 Days Ago

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Inflation Reduction Act (IRA) Canvassers
  • The Outreach Team
  • Philadelphia, PA PART_TIME,TEMPORARY,FULL_TIME
  • Hiring Immediately - Canvassers Needed! Full-time & Part-time $21-23/hr This is Not a Fundraising Position. Join our campaign to educate Pennsylvanians about the Inflation Reduction Act! We’re urgentl...
  • 19 Days Ago

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Business Development Manager - Tax and IRA
  • Morgan, Lewis & Bockius LLP
  • Philadelphia, PA FULL_TIME
  • Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is see...
  • 26 Days Ago

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Patient Services Representative
  • The Smilist
  • Blue Bell, PA FULL_TIME
  • A well-established dental group practice is seeking an experienced Patient Services Representative to join its growing team. Employees enjoy a competitive compensation and benefits package, flexibilit...
  • 19 Days Ago

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Patient Services Representative
  • Cooper University Hospital
  • Voorhees, NJ OTHER
  • About Us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations...
  • 19 Days Ago

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Patient Services Representative
  • Cooper University Hospital
  • Camden, NJ OTHER
  • About Us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations...
  • 19 Days Ago

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0 IRA Services Representative jobs found in Philadelphia, PA area

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Customer Service Rep
  • Domino's Pizza
  • Philadelphia, PA
  • Description Now Hiring Customer Service Reps! Great things are happening at Domino's Pizza, and we are looking for excep...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • Allstate Insurance Agency - Rajesh Khullar
  • Plymouth Meeting, PA
  • Job Description Job Description Benefits/Perks: Competitive Pay Professional Development Job Stability in a growing indu...
  • 3/27/2024 12:00:00 AM

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Patient Service Rep
  • Advocare
  • Woodbury, NJ
  • Serves as a primary link between patient and office. The Patient Services Representativeis responsible for basic adminis...
  • 3/27/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Camden, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 3/25/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Moorestown, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 3/25/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Voorhees, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 3/25/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Willingboro, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 3/25/2024 12:00:00 AM

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Customer Service Rep
  • Domino's Pizza
  • Bryn Mawr, PA
  • Description Now Hiring Customer Service Reps! Great things are happening at Domino's Pizza, and we are looking for excep...
  • 3/24/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$42,194 to $51,335
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago