IRA Services Representative, Sr. jobs in Santa Clara, CA

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 2020

50 IRA Services Representative, Sr. jobs found in Santa Clara, CA area

Customer Service Representative
  • Interim HealthCare
  • Campbell, CA
  • ... senior stay in their own home, and giving caregivers joy by making a difference in the senior ... CLIENT SERVICE REPRESENTATIVE ESSENTIAL FUNCTIONS: § Experience in the homecare OR related health ...
  • 19 hours ago

Senior Technical Writer
  • Simple Solutions
  • San Jose, CA
  • The ideal candidate will be detail-oriented, articulate, organized, and service-oriented. It will ... The work environment characteristics and the physical demands described here are representative of ...
  • yesterday

Financial Services Advisor
  • San Mateo Credit Union
  • East Palo Alto, CA
  • Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed ... representative of those that must be met by an employee to successfully perform the essential ...
  • yesterday

Senior Tax Manager
  • PeerSource
  • San Jose, CA
  • Performs all task related to client service and sees that assignments are accomplished within ... Delegates and manages governmental tax examinations; may represent the client before the ...
  • yesterday

Senior Facilities Manager
  • CBRE
  • San Jose, CA
  • Manages and coaches facilities staff to deliver excellent service levels for the client within ... The requirements listed below are representative of the knowledge, skill, and/or ability required
  • yesterday

  • Redwood City, CA
  • Advises Senior Management on emerging trends' impact on strategies. · Participates in developing ... represents the enterprise at conferences, workshops, networking events with industry peers and ...
  • 2 days ago

Senior Data Engineer
  • Hanwha Q CELLS America
  • Santa Clara, CA
  • SUMMARY This represents a position in exciting new product offerings and business avenues! As the ... Experience with AWS services including S3, Data-pipeline and other big data technologies
  • 4 days ago

Senior Life Insurance Company: field agent - Bilingual/Spanish a plus!
  • The Senior Life Insurance Company
  • San Jose, CA
  • Senior Life Insurance Company has a complete focus on the Senior market, we pride ourselves in the service we provide to our agents. Our goal is to make our Representatives work easier by doing ...
  • 4 days ago

Santa Clara is drained by three seasonal creeks, all of which empty into the southern portion of San Francisco Bay; these creeks are San Tomas Aquino Creek, Saratoga Creek, and Calabazas Creek. There are some significant biological resources within the city including habitat for the burrowing owl, a species of special concern in California due to reduction in habitat from urban development during the latter 20th century. This owl uses burrows created by ground squirrels and prefers generally level grasslands and even disturbed areas. According to the United States Census Bureau, the city cover...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$55,440 to $64,772
Santa Clara, California area prices
were up 2.9% from a year ago