Client Advocate
Strategic HR Business Advisors
IRA Customer Service Specialist
Ascensus
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide technical and operational assistance to IRA Owners
- Assist all IRA Owners with back-office functions
- Interact directly with IRA Owners, answering questions and guidance regarding IRA accounts and regulations
- Process IRA Service Agreements
- Data input and verification of all customer information pertaining to initial application
- Process distribution requests correctly within service levels
- Scan data into optical imaging system
- Handle opening, maintaining and closing IRA accounts
- Take initiative to continuously develop skills and industry knowledge
- Recommend and implement continuous improvements to back office processes
- Perform other duties and special projects as assigned
Requirements
- 1) Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function.
- 2) Bachelor’s degree in business is preferred or industry related work experience commensurate to the position
- 3) Knowledge of financial services industry and IRA products
- 4) Proficiency with PC’s including Microsoft Office software applications
- 5) Certified IRA Services Professional (CISP) a plus
- 6) Ability to communicate effectively with peers and clients; strong problem solving and time management
- 7) Equal Opportunity Employer statement and ethics in handling confidential data
- 8) Willingness to train and mentor others
