IRA Services Representative, Sr. jobs in Summerville, SC

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)

Recently Added IRA Services Representative, Sr. jobs

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Sr. Transportation Representative
  • Cornerstone Systems, Inc.
  • Charleston, SC FULL_TIME
  • Cornerstone Systems is seeking a Sr. Transportation Representative for our newest Branch Office in Charleston, SC.
     
    Recognized for our exceptional customer experience, Cornerstone Systems is a leading nationwide provider of solutions for transportation and logistics. We offer intermodal, railcar & railcar consolidation, truck brokerage, container drayage, LTL, on-site logistics, warehousing & transloading services, supply chain solutions and more. Cornerstone’s proven professionals vow to offer Rock Solid Transportation Solutions. Our nationally recognized award winning company has strategically located offices all across the U.S. and service coverage that spans all of North America. Count on Cornerstone – The Clear Choice – for Rock Solid Results. An Employee Owned Company. U.S. EPA SmartWay Transport Partner. Better Business Bureau A Rating. 2021 USA Top Workplace. For more information, visit www.cornerstone-systems.com.
     
     
    Job Summary 
     
    The Senior Transportation Representative will report to the Branch Manager and will be responsible for the day-to-day execution of branch operations and ensuring all requirements are met for both our carriers and our customers. Beyond operational support, the Senior Transportation Representative will also be accountable for supporting sales/growth initiatives and accounting/administrative tasks within the branch.  The below is intended to describe the general content of and requirements for the performance of this job and is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.
     
    Primary Duties and Responsibilities 
     
    1. Manage all aspects of the shipment lifecycle by effectively communicating with shippers, consignees, transportation providers, customers, and any vendors who play party to the shipment execution.
    2. Negotiate daily with both customers and carriers to determine appropriate pricing based on volumes, service lanes, and potential business opportunities.
    3. Learn, utilize, and optimize all systems and tools required to manage each shipment; from order creation, to procurement, to status updates, to load completion and finally to billing/payment of all services.
    4. Monitor cost and profitability on every shipment and ensure service levels are always met or exceeded. Develop and implement effective and repeatable cost control measures.
    5. Provide a premier service by understanding the customer’s shipping needs; find pain points, identify service/cost improvement opportunities, and ultimately provide solutions that add value to the customer’s supply chain.
    6. Partner with the sales team to expand branch revenue/profit by collaborating on new customer opportunities and always looking for ways to grow the business with our current customers.
    7. Build, maintain, and continuously grow relationships with current customers and carriers.
    8. Procure and develop new carrier relationships and contacts at all levels (dispatch, sales, owner) and covert these relationships into repeat business.
    9. Prospect, develop and solicit new customers via telephone or email throughout daily operations; always search for ways to grow the revenue and volume of the branch.
    10. Understand market trends and seasonality of capacity in various modes of transportation and use this knowledge to enhance revenue/profit goals.
    11. Create new solutions to existing partnerships by further developing customer and carrier relationships; always ask questions, listen, never be satisfied.
    12. Ensure compliance with all SOPs while always looking for ways to gain efficiencies by improving upon current processes.
    13. Train and develop new employees; when called upon, offer guidance and mentorship to other members of the team.
    14. Document and manage problematic events and issues during the life of a load. Escalate issues to the proper people at the right time. Seek input to determine best course of action and implement solutions.
    15. Promote and display Cornerstones Core Values: Integrity, Honesty, Respect, Loyalty, Never Satisfied.
    16. Regular and reliable attendance expected.
    17. Other work-related duties as assigned by supervisor/manager.
     
    Minimum Knowledge, Abilities, and Skills Required 
     
    1. Bachelor’s degree in business, transportation, logistics or related field; or a combination of post high school and equal experience may be substituted for education.
    2. 3-5 years’ experience preferred in truck brokerage, surface transportation, 3rd party logistics, supply chain management, customer service, negotiations or other transportation related fields.
    3. Driven, enthusiastic, possessing a strong sense of urgency, and highly motivated.
    4. Exceptional oral and written communication skills.
    5. Excellent customer service and interpersonal skills.
    6. Strong organizational skills; can see big picture while managing tiny details, ensuring deadlines are met.
    7. Demonstrated analytical, critical-thinking, and problem-solving skills.
    8. Strong negotiating skills; able to persuade, motivate and influence others in an ethical manner.
    9. Able to work in a team environment, while also delivering independent results.
    10. Able to manage multiple projects simultaneously; prioritize, multi-task and manage time wisely.
    11. Proficient in Microsoft Office Suite (Outlook, Excel); experience with a Transportation Management System (TMS) and other freight brokerage tools.

  • 1 Day Ago
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Customer Site Services Representative
  • AppleOne
  • Mount Pleasant, SC FULL_TIME
  • This job offer is not available in your country. We are currently seeking a Customer Site Services Representative who will be responsible for providing exceptional customer service and support in vari...
  • 2 Days Ago
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Financial Services Representative
  • Bayer Heritage Federal Credit Union
  • GOOSE CREEK, SC FULL_TIME
  • DescriptionReady to look forward to going to work every day? Want to be a part of a service driven culture where employees are appreciated? Check out our opportunity with Bayer Heritage Federal Credit...
  • 15 Days Ago
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Patient Services Representative
  • Aspen Dental
  • Mount Pleasant, SC FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 1 Month Ago
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Guest Services Representative
  • Charlestowne Hotels
  • Mount Pleasant, SC FULL_TIME
  • SUMMARY: The Guest Services Agent is responsible for providing quality guest services that include registration and check-out, hotel operations, bell and valet service.The essential hospitality standa...
  • 26 Days Ago
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County Services Representative II
  • Charleston County Government
  • Charleston, SC FULL_TIME
  • The Customer Service Representative II position serves as the central communication point for the Community Development and Revitalization department and assists the public with completing application...
  • 1 Month Ago
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0 IRA Services Representative, Sr. jobs found in Summerville, SC area

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Customer Service Rep
  • Meridian Brick
  • Summerville, SC
  • ** Customer Service Rep** **Job Category****:** Customer Service **Requisition Number****:** CUSTO01813 Showing 1 locati...
  • 4/26/2024 12:00:00 AM
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Customer Service Representative
  • UASA
  • Summerville, SC
  • Job Title: Customer Service Representative - Appliance Repair Company Company Overview: Join our dynamic team at Preferr...
  • 4/26/2024 12:00:00 AM
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Customer Service Representative - Work From Home>
  • Healthon
  • Summerville, SC
  • [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 - Work From Home>
  • Healthon
  • Goose Creek, SC
  • [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 - Work From Home>
  • Healthon
  • Charleston, SC
  • [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 - Work From Home>
  • Healthon
  • Mount Pleasant, SC
  • [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
  • Walmart
  • Charleston, SC
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM
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Customer Service Representative
  • Echo Park
  • North Charleston, SC
  • **Customer Service Representative** * 6893 Rivers Ave, North Charleston, SC 29406, USA * Full-time **Company Description...
  • 4/23/2024 12:00:00 AM
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About Summerville, South Carolina

Summerville is a town in the U.S. state of South Carolina situated mostly in Dorchester County with small portions in Berkeley and Charleston counties. It is part of the Charleston-North Charleston-Summerville Metropolitan Statistical Area. The population of Summerville at the 2010 census was 43,392, and the estimated population was 50,213 as of June 1, 2018. The center of Summerville is in southeastern Dorchester County; the town extends northeast into Berkeley and Charleston counties. It is bordered to the east by the town of Lincolnville and to the southeast by the city of North Charleston....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,597 to $52,052
Summerville, South Carolina area prices
were up 1.5% from a year ago
View detail

What does an IRA Services Representative, Sr. do?

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