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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in IRA administration and retirement account operations, ensuring compliance with DOL regulations while delivering exceptional client service. Proficient in managing customer communications and translating complex financial information into clear terms.
Highest-signal resume keywords
IRA AdministrationRetirement Account OperationsClient Service ExcellenceMicrosoft Office Suite ProficiencyCRM/Customer Support Platforms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Account OperationsIRA AdministrationFinancial Services ExperienceData ManagementCompliance Documentation
Soft Skills
Outstanding Communication AbilitiesEmpathyOrganizational SkillsAnalytical SkillsDetail-Oriented
Tools & Technologies
Microsoft ExcelMicrosoft OutlookMicrosoft WordCRM Platforms
Industry Keywords
Wealth ManagementCustomer ExperienceDOL RegulationsRecordkeeping RequirementsFinancial Data Integrity
About the role
Key responsibilities & impact- Provide service and technical support to retirement investment customers regarding IRA account activity, wealth management processes, and recordkeeping requirements
- Manage inbound and outbound customer communications through phone, live chat, and email
- Support IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes
- Help customers and advisors navigate the technology platform, including account setup, transaction history, reporting, and compliance documentation
- Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and adherence to DOL regulations
- Escalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction
- Deliver an exceptional customer experience through technical accuracy, empathy, patience, and professionalism
- Handle sensitive financial and personal data with integrity and responsibility
Requirements
What you’ll need- 3+ years of experience in financial services, IRA administration, or wealth management client support
- Demonstrated proficiency in retirement account operations
- Proven track record of exceptional client service and accuracy, confidentiality, and compliance in account-related activities
- Proficiency in Microsoft Office Suite, including Excel, Outlook, and Word
- Experience with CRM/customer support platforms
- Outstanding written and verbal communication abilities
- Ability to translate complex financial information into clear, client-friendly terms
- Strong organizational and analytical skills
- Ability to manage multiple priorities in a dynamic, fast-paced environment
- Ability to collaborate effectively within cross-functional teams
- Detail-oriented, resourceful, and committed to continuous improvement
- Spanish fluency is a plus
- Bachelor's degree in Finance, Business Administration, or a related discipline preferred
- Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States
Benefits
Comp & perks- Competitive compensation
- Comprehensive benefits
- Career growth opportunities
- Collaborative team culture