IRA Customer Service Specialist II, Trust Services

This is a fully remote position, open to applicants in Nevada, +1 more state.

📋 Description

• Provide outstanding customer service in all interactions with clients.

• Offer advanced technical and operational support to IRA clients.

• Assist Financial Advisors with the onboarding process for IRAs and the establishment of new plans.

• Handle daily transactions, including new IRA plans, distribution requests, and payroll contributions.

• Review reports and rectify processing errors.

• Serve as a subject matter expert for inquiries related to IRAs.

⛳️ Requirements

• At least 2 years of experience in the retirement services sector.

• Bachelor’s degree in business is preferred.

• Moderate understanding of ERISA regulations.

• Technical proficiency in Operations.

• Strong problem-solving abilities.

• Capable of effectively documenting and explaining solutions.

• Skills in conflict resolution within the team environment.

• Ability to make independent decisions regarding transactions.

• Planning skills for specific tasks.

• Competence in managing personal tasks and prioritizing conflicting demands.

• Initiative to pursue additional responsibilities.

• Regular participation in project activities.

🏝️ Benefits

• Health insurance coverage.

• 401(k) retirement plan.

• Paid time off for employees.

• Opportunities for professional development.