Top 33 Senior customer service representative Jobs in Montgomeryville Pa

Senior IRA Services Representative
Ascensus —Dresher, PA
- Online Application
- Writing skills
- Analysis skills
- Math
- Retirement plan
11h
Senior Retirement Service Consultant
Ascensus —Dresher, PA
- $60,000 - $80,000 a year
- Extended hours
- Microsoft Excel
- Research
- Analysis skills
- Health insurance
- Dental insurance
Client Services Director
Visiting Angels Greater Philadelphia —Jenkintown, PA
- Weekends as needed
- Office
- Bachelor's degree
- Mentoring
Quick Apply
Senior Client Service Associate
Cerity Partners —West Conshohocken, PA
- $70,000 - $85,000 a year
- Email
- 5 years
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
9d
Senior Associate, Employer Services Account Manager
Vestwell —King of Prussia, PA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Organizational skills
- Experience equivalent to degree accepted
- Health insurance
Quick Apply
Senior Associate, Implementations
Vestwell —King of Prussia, PA
- $70,000 - $80,000 a year
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Senior Associate, Partner Success
Vestwell —King of Prussia, PA
- $70,000 - $80,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
Quick Apply
13d
Senior Manager, Client & Strategic Solutions
US Health Connect —Fort Washington, PA
- Extended hours
- Hybrid work
- Bachelor of Science
- Office
- Microsoft Office
Quick Apply
Senior Manager, Procure to Pay (P2P) Support Desk
Comcast Corporation —Philadelphia, PA
- Full-time
- Oracle
- 3 years
- Finance
Senior Manager, Client Service
Alera Group —Berwyn, PA
- $140,000 - $160,000 a year
- Full-time
- Hybrid work
- Marketing
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
6d
Senior Specialist, Client Service Management
The Bank of New York Mellon Corporation —Berwyn, PA
- Full-time
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
Client Services Manager
Visiting Angels Greater Philadelphia —Jenkintown, PA
- Full-time
- Mid-level
- Office
- Team management
- 401(k)
- Paid time off
Quick Apply
Inside Sales Representative/ Customer Service
IMPACTFUL SENIOR HOME CARE —Philadelphia, PA
- $45,000 - $80,000 a year
- Full-time
- Mid-level
- Home Health
- Communication skills
- Health insurance
- Life insurance
Quick Apply
Senior Associate, Financial Services
Vestwell —King of Prussia, PA
- $60,000 - $70,000 a year
- Hybrid work
- Office
- Organizational skills
- Financial services
- Health insurance
Quick Apply
Senior Specialist, Client Processing
The Bank of New York Mellon Corporation —Berwyn, PA
- Full-time
- Office
- Business development
- Bachelor's degree
Senior Customer Service Representative
BLACKHAWK INDUSTRIAL OPERATING CO —Philadelphia, PA
- $22 - $25 an hour
- Full-time
- Computer literacy
- Pass drug screening
- English
- Health savings account
- AD&D insurance
Quick Apply
Senior Specialist, Client Operations
The Bank of New York Mellon Corporation —Berwyn, PA
- Full-time
- Office
- Business development
- Bachelor's degree
Client Success Manager / Sr Living / Long-Term Care Pharmacy
PharMerica —Philadelphia, PA
- Full-time
- Writing skills
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Senior Account Analyst
Marsh McLennan Agency —Conshohocken, PA
- $74,725 - $110,000 a year
- Full-time
- Hybrid work
- 6 years
- Data analysis skills
- Mid-level
- Health insurance
- 401(k)
6d
Director of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
PharMerica —Philadelphia, PA
- Full-time
- 5 years
- Computer literacy
- Bachelor of Science
- Disability insurance
- Health insurance
2d

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Senior IRA Services Representative

Ascensus -
Dresher, PA

Apply Now

Job Details

Full-time
11 hours ago

Benefits

Retirement plan

Qualifications

Video conferences (communication methods)

Full Job Description

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.

Job Summary

As a member of the Custody Asset Management and Control group reporting to the VP, the IRA Service Representative will work with our Account Administration team to facilitate termination of inactive defined contribution retirement plans and transition participants into IRAs. The IRA Service Representative will also support Mid Atlantic’s involuntary rollover product.

The Senior IRA Services Representative serves as a versatile and highly knowledgeable team member capable of supporting the full range of functions within the QTA Product line and IRA Services. This role represents the next stage of professional growth and development, requiring advanced operational knowledge, strong problem-solving skills, and the ability to provide guidance to newer team members.

Essential Functions of the Job

Responsibilities

Support review processes for agreements, plans, distributions, and account documentation.
Assist with residual calculations for retirement plans and support knowledge transfer efforts across the team.
Support the account closure process for QTA accounts and participate in cross-training initiatives.
Identify opportunities to strengthen review controls and establish intermediate escalation processes where appropriate.
Demonstrate comprehensive knowledge across IRA Services and QTA Product line functions.
Independently resolve client and operational issues with limited guidance.
Serve as a trusted resource and mentor to team members.
Maintain a strong focus on accuracy, risk mitigation, and process improvement.
Promote operational flexibility and ensure continuity of service across the team.
Conduct semi-annual address searches and account maintenance reviews, ensuring completion by established deadlines.
Analyze data discrepancies and coordinate corrective actions.
Perform monthly reviews of duplicate accounts and determine appropriate resolution actions.
Ensure account consolidation decisions preserve account type distinctions while maintaining the earliest valid account relationship when appropriate.
Review agreements, distribution requests, and related account documentation.
Review account openings and compare custodial agreements to ensure accuracy and compliance.
Verify account ownership and supporting documentation prior to distribution activity.
Ensure appropriate controls are in place to prevent distributions from unverified accounts.
Calculate benefit payments to participants and beneficiaries
Act as a resource for newer team members by sharing knowledge, training, and best practices.
Support the development of team procedures and operational consistency.
Assist in creating and maintaining escalation paths for operational reviews and approvals.
Communicate payment rights and options to participants via written/oral correspondence
Perform and support advanced functions across multiple workstreams.
Help prepare policy and procedures for the IRA call center and IRA processing
Provide coverage and assistance for team workflows as operational needs arise.
Respond to client emails and phone inquiries across functional areas with minimal supervision.

Supervisory Responsibilities

None

Skills/Abilities

Experience in serving the retirement industry through record keeping, administration, custody, or equivalent services

Ideally possess the IRA Specialist certification and understand tax rules, escheatment, beneficiary rules, and other IRA regulations

Able to triage participant calls, and offer a high level of customer service

Ability to manage multiple tasks simultaneously

Experience in writing policies and procedures

Represent the company and its services professionally and with polish

Be considered by your co-workers and clients as an industry asset

Act in a consultative fashion

Excellent math and analytical skills including use of Excel

Work with other team members in solving complex customer requests

Review and monitor paperwork

Offer creative ways to address needs

Ability to conduct web based demos

Ability to work as a team to get all jobs completed on schedule

Thrive in a fast-paced environment

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Apply Now

Refine Your Search

senior customer service representative jobs in montgomeryville pa

Senior IRA Services Representative

Senior Retirement Service Consultant

Client Services Director

Senior Client Service Associate

Senior Associate, Employer Services Account Manager

Senior Associate, Implementations

Senior Associate, Partner Success

Senior Manager, Client & Strategic Solutions

Senior Manager, Procure to Pay (P2P) Support Desk

Senior Manager, Client Service

Senior Specialist, Client Service Management

Client Services Manager

Inside Sales Representative/ Customer Service

Senior Associate, Financial Services

Senior Specialist, Client Processing

Senior Customer Service Representative

Senior Specialist, Client Operations

Client Success Manager / Sr Living / Long-Term Care Pharmacy

Senior Account Analyst

Director of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services

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