Job Summary

Customer Retirement Services Representative-Indianapolis,IN

  • Location:
    Indianapolis , Indiana
  • Category:
  • Contract Type:
  • Job reference:

A Fortune 500 Investment company is looking for a Customer Retirement Services Representative for their Indianapolis, IN team.
Job Details:
Contract Duration: 6 months (Potential for contract to hire)
Pay: $16.00
Schedule/Hours: M-F, 8am-5pm
Location: Indianapolis, IN
Start Date: ASAP
Job Overview:
The primary role of the job is to set up distribution requests for clients who have IRAs. The clients send in these requests via a form they fill out. These forms are then received by retirement services to make sure all the information is on the form needed to process the request on behalf of the client.
The consultant may make an outbound call to the client asking for more information if it is needed. IRA distributions are typically requests that are made by those are of the age to require a distribution which is 74 ½ years of age. Therefore, those consultants may be dealing with people who are not as savy with technology, may not understand fully how these kinds of accounts work, and may have some other issues like hearing loss which requires the other person on the phone to have patience and compassion for those clients. Not all clients are going to be of this age but most will be over 74 ½.
They are required to take a distribution from an IRA when they turn 74 ½ and in increments as they age more. The end of the year is a busy time of year because many are trying to avoid the tax penalties involved with not taking a distribution when required by law.
This job requires a meticulous attention to detail because the consultant is putting in requests to move money for clients. This comes with a high degree of responsibility. Consultants must have demonstrated in the past that they have been able to process paperwork dealing with money. Such candidates that have the following types of experiences are going to have good experience that will lend itself to the job.
Job Qualifications:

  • Customer Service and Communication Skills are paramount
  • Attention to Detail
  • Multitasking-using multiple computer systems/screens at once
  • Problem Solving and Analytical skills
  • Risk Management (detecting possible fraud)
  • High level of professionalism

Please apply with your most updated resume.

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