IRA Services Representative jobs in Raleigh, 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)

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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.
  • 14 Days Ago

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Sales representative
  • Focus Services
  • Greenville, NC FULL_TIME
  • Want to work for an AWESOME company with AWESOME staff and AWESOME benefits? Well Focus is your place! EARN $14.00 Starting wage Bonus and Clearview points for our internal store! As an employee for F...
  • Just Posted

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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...
  • 20 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...
  • 22 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...
  • 22 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 ...
  • 23 Days Ago

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0 IRA Services Representative jobs found in Raleigh, NC area

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Customer Service Rep- Temp-1
  • Pentair
  • Sanford, NC
  • Job Description: SUMMARY The Customer Service Representative assist our customers by processing orders, preparing corres...
  • 4/26/2024 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...
  • 4/25/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Raleigh, NC
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • The Alliance Corporate Office
  • Durham, NC
  • Job Description Job Description Customer Service Rep needed in Burlington, NC The Alliance is seeking a dynamic and cust...
  • 4/23/2024 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...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM

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Guest Services Rep Part Time-104020
  • ESA Management, LLC
  • Raleigh, NC
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 4/22/2024 12:00:00 AM

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Veteran Services Officer*
  • Orange County, NC
  • Hillsborough, NC
  • Salary : $49,623.00 - $73,737.00 Annually Location : Hillsborough NC 27278, NC Job Type: Full Time Job Number: 77-2024-3...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, Raleigh occupies a total area of 144.0 square miles (373.0 km2), of which 142 square miles (369 km2) is land and 0.97 square miles (2.5 km2), or 0.76%, is covered by water. The Neuse River flows through the northeast end of the city. Raleigh is located in the northeast central region of North Carolina, where the Piedmont and Atlantic Coastal Plain regions meet. This area is known as the "fall line" because it marks the elevation inland at which waterfalls begin to appear in creeks and rivers. As a result, most of Raleigh features gently rolling hil...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,767 to $47,165
Raleigh, North Carolina area prices
were up 1.5% from a year ago