Build and maintain relationships with Private Client Advisors and ensure a timely, complete and accurate processing of IRA transactions

Deliver support and resolutions that meet goals of the advisors

Work closely with and provide customer service for Private Client Administrators to facilitate all distributions related to the IRA product offering

Receive notification from the Private Client Administrators along with the information needed to facilitate IRA distributions; process normal and premature distributions, distributions due to death, internal transfer distributions, and transfers to an outside custodian

Process state and federal withholding; ensure all compliance requirements have been met and all processi...