IRA Customer Service Specialist II, Trust Services

Responsibilities

• Deliver exceptional customer service in all contact interactions
• Provide advanced technical and operational assistance to IRA customers
• Assist Financial Advisors with IRA onboarding and new plan setup
• Process daily transactions including new IRA plans, distribution requests, and payroll contributions
• Monitor reports and fix processing errors
• Act as a subject matter expert for IRA-related inquiries

Requirements

• A minimum of 2 years retirement services industry experience
• Bachelor’s degree in business preferred
• Moderate ERISA knowledge
• Technical expertise in Operations
• Problem‑solving skills
• Effective documentation and explanation of solutions
• Conflict resolution within the team
• Ability to independently make decisions on transactions
• Planning for specific tasks
• Ability to manage own tasks and conflicting priorities
• Initiative to seek additional responsibilities
• Regularly participates in projects