IRA Services Representative, Sr. jobs in Louisville, KY

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Client Services Representative
  • Kenco Logistics Services, LLC
  • Jeffersonville, IN FULL_TIME
  • About the Position


    The Client Services Representative will be responsible for, but not limited to directing and supporting all aspects of fulfillment and customer relationship management and development for a broad and dynamic service offering across all facilities within the operations network. Responsibilities may be expanded to support other verticals/customers across the organization. This position operates at a strategic level with the customer C-suite

    Functions

    • Serve as the primary relationship owner for book of accounts to ensure proper service and retention.
    • Develop a trusted advisor relationship with key account contacts, customer stakeholders and executive sponsors.
    • Drive, promote, and develop synergies between operations, transportation, and corporate support services.
    • Manage all communications, conflict resolution, and SLA (Service-Level Agreement) compliance on customer deliverables and revenue for owned accounts.
    • Review all major deliverables (i.e. strategic plan, quarterly reviews, annual reviews, improvement recommendations, etc.) to ensure Kenco meets quality standards, contractual commitments, and customer expectations.
    • Utilize project management skills to lead cadence calls and update project trackers in MS Teams and/or similar project management tools, assign owners, and manage action items to established dates.
    • Escalate customer issues according to established process.
    • Manage business relationships to include:
    • Scope of work changes
    • Value Added Service projects
    • Contract renewals or amendments
    • Communicate the customer's goals and representing the customer's interests to the team.
    • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
    • Provide regular two-way communication between the customer and team, creating strong team representation, and setting proper customer expectations.
    • Understand company capabilities and services, and effectively communicating all relevant offerings to the customer; exploring opportunities for Kenco to add additional value for the customer.
    • Work directly with customers to obtain forecasts as outlined in service agreements and to monitor and manage forecast accuracy.
    • Monitor and communicate customer index/profile characteristics and ensures alignment with service agreement pricing assumptions.
    • Proactively track and monitor all customer service agreements and facility/equipment lease terminations to drive and coordinate the renewal process.
    • Other duties as assigned by Director/Client Services Manager.

    Qualifications

    • Bachelor’s Degree in related field preferred or equivalent years of experience
    • Minimum of 3-5 years of experience in Account Management or related field required.
    • Proven Account Management skills required to create, maintain, and enhance customer relationships.
    • Ability to perform job functions with humility and the highest level of professionalism
    • Prior experience related to ecommerce, fulfillment, supply chain, or distribution.
    • Ability to read and interpret documents such as service agreements, pricing models, operating and maintenance instructions, and procedure manuals.
    • Strong interpersonal skills with the ability to develop trust among management, peers, and customers.
    • Ability to read and write routine reports and correspondence.
    • Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
    • Highly proficient in the use of MS Office – Project, Excel, PowerPoint, Outlook, & Word.
    • Ability to manage and prioritize multiple projects and meet specific goals and deadlines.
    • Experience using warehouse, inventory, financial, and transportation management systems preferred.
    • Must have very strong customer service skills.

    Competencies

    • Business Acumen - Knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization
    • Communicate for Impact (Individual Contributor) - Proactively communicate with all stakeholders throughout the life cycle of programs and projects.
    • Influencing Others - Can quickly find common ground and can solve problems for the good of the organization with a minimal amount of noise. Authentically gains trust and support of peers
    • Managing Transitions/ Change Management - Effectively plans, manages and communicates changes in processes with appropriate stakeholders
    • Strategic Agility (Individual Contributor) - Enable Kenco to remain competitive by adjusting and adapting to innovative ideas necessary to support Kenco’s long term organizational strategy

    Travel Requirements

    • This position is expected to travel approximately 25% or less.
    • A passport is not required, but recommended.


    For California residents – please enter or copy/paste the address below into your address bar to review an important notice regarding Kenco’s privacy policy.

    https://www.kencogroup.com/ccpa-notice-at-collection-for-employees-and-applicants/


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 19 Days Ago

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IRA/HSA SPECIALIST
  • Careers at Stock Yards Bank & Trust Co.
  • Louisville, KY FULL_TIME
  • As an IRA/HSA Specialist, your day will be filled with opportunities to support the bank in all aspects of IRA’s and Health Savings Accounts including the implementation and servicing of the accounts....
  • 25 Days Ago

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Sr. Financial Analyst
  • Trilogy Health Services
  • Louisville, KY FULL_TIME
  • What You Can Expect:Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and more! Make a living while you make a difference at Synchrony Health Se...
  • 6 Days Ago

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Sr. Financial Analyst
  • Synchrony Health Services
  • Louisville, KY FULL_TIME
  • Overview Whether you’re looking for a new chapter, a change of pace, or a helping hand, Synchrony is committed to being the best place that you’ve ever belonged. Six months of training, orientation an...
  • 6 Days Ago

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Audiologist Sr- Louisville, KY
  • Leidos QTC Health Services
  • Louisville, KY FULL_TIME
  • Who We Are: Leidos QTC Health Services is the nation’s largest provider of disability and occupational health examination services. We are passionate about our country’s veterans and service members, ...
  • 11 Days Ago

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Assistant Controller/Sr. Accountant
  • PROCESS SOLUTIONS AND SERVICES INC
  • Louisville, KY FULL_TIME
  • An Assistant Cis responsible for preparing month-end closings, financial forecasts, and consolidations; providing financial advice to the manufacturing department through the study of job costing; ass...
  • 1 Month Ago

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0 IRA Services Representative, Sr. jobs found in Louisville, KY area

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Call Center / Customer Service - Rep 1
  • Pyramid Consulting, Inc
  • Louisville, KY
  • Immediate need for a talented Call Center / Customer Service - Rep 1. This is a 08+ Months contract opportunity with lon...
  • 4/25/2024 12:00:00 AM

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Customer Service Rep
  • Applied Industrial Technologies, Inc.
  • Louisville, KY
  • ** Customer Service Rep** Location: Louisville, KY, US, 40228 Company: 1100-Applied Industrial Technologies Customer ser...
  • 4/24/2024 12:00:00 AM

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Bilingual Customer Service Rep. (Spanish)
  • TSYS
  • Jeffersonville, IN
  • Pay: $17.06/hour + shift differential Schedule: Variety of schedules available Workday Days: Monday through Friday, Tues...
  • 4/24/2024 12:00:00 AM

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Seasonal Guest Services Representative
  • Churchill Downs Incorporated
  • Louisville, KY
  • ** Seasonal Guest Services Representative** **Job Category****:** Customer Service **Requisition Number****:** SEASO0503...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • Amerit Consulting
  • Louisville, KY
  • OVERVIEW: Our client, a Global Fortune 50 organization and one of world’s largest distributors of Health care systems, m...
  • 4/23/2024 12:00:00 AM

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Technical Customer Service Rep
  • TSYS
  • Jeffersonville, IN
  • Technical Customer Service Rep page is loaded **Technical Customer Service Rep** **Technical Customer Service Rep** loca...
  • 4/23/2024 12:00:00 AM

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Sales & Service Rep - Brownsboro Rd
  • Republic Bank
  • Louisville, KY
  • "Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn all aspec...
  • 4/22/2024 12:00:00 AM

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Bilingual Customer Service Rep. (Spanish)
  • Heartland Hire
  • Jeffersonville, IN
  • Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers a...
  • 4/21/2024 12:00:00 AM

Louisville and Jefferson County have a combined area of 397.68 square miles (1,030.0 km2), of which 380.46 square miles (985.4 km2) is land and 17.23 square miles (44.6 km2) (4.33%) is covered by water. Louisville is southeasterly situated along the border between Kentucky and Indiana, the Ohio River, in north-central Kentucky at the Falls of the Ohio. Although situated in a Southern state, Louisville is influenced by both Southern and Midwestern culture. It is sometimes referred to as either one of the northernmost Southern cities or as one of the southernmost Northern cities in the United St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$45,116 to $52,658
Louisville, Kentucky area prices
were up 1.2% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020