Wealth Management IRA Associate

ECCO Select; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

ECCO Select is seeking a Wealth Management IRA Associate to serve as the main liaison for Private Client Advisors, ensuring timely and accurate processing of IRA transactions. You will collaborate with Operations, Audit, Compliance, Legal and Tax to support client needs.

The role requires strong customer service, attention to detail, and the ability to work in a fast-paced environment while maintaining compliance and quality standards.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field preferred or equivalent work experience.
• Experience with IRAs or related financial products preferred.
• Currently certified IRA Services Professional (CISP) is a plus or willingness to obtain.

Responsibilities

• Serve as the primary point of contact for Private Client Advisors and support IRA transactions.
• Build and maintain strong relationships with clients and internal teams.
• Process a range of IRA distributions and transfers with accurate withholding.
• Ensure IRA compliance and proper account coding for audits and regulatory needs.
• Assist with RMDs by coordinating data and client communications.
• Maintain controls and identify process improvements in IRA processes.
• Provide backup coverage during high-volume periods to ensure client service.
• Participate in cross‑department initiatives to enhance client experience and efficiency.

Skills

Customer service

Communication

Relationship building

Attention to detail

Multitasking

Time management

PC proficiency

Education

Bachelor's degree in Finance/Accounting

Equivalent work experience

CISP designation (preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Trust systems knowledge

Job description

ECCO Select is a talent acquisition and consulting company specializing in people, process and technology solutions. We provide the talent behind the technology enabling our clients to achieve their goals. For more information about ECCO Select, visit us at www.eccoselect.com.

Position Title: Wealth Management IRA Associate

Location Information

Position Responsibilities:

As a Wealth Management IRA Associate, you will serve as the primary point of contact for Private Client Advisors, playing a key role in the servicing and processing of time-sensitive, high-risk IRA transactions. This role involves providing best-in-class customer service, building strong relationships, and ensuring the timely, complete, and accurate processing of all IRA transaction requests. You will act as a liaison between Private Client Advisors and key internal departments including Operations, Audit, Compliance, Legal, and Tax.

Your primary responsibilities will include:

• Serving as a trusted partner and the first line of support for Private Client Advisors, accurately addressing requests and inquiries related to IRA accounts.
• Handling critical customer service needs by building and maintaining strong relationships, understanding Advisor goals, and delivering appropriate support and solutions.
• Processing a range of IRA distributions, including normal and premature distributions, distributions due to death, internal and external transfers, and ensuring all state and federal withholding is correctly handled.
• Ensuring that all IRA-related compliance requirements are adhered to, including timely and accurate completion of required distributions and correct account coding for audit and regulatory purposes.
• Collaborating with Advisors to facilitate Required Minimum Distributions (RMDs) by identifying affected accounts, communicating with clients, and gathering and verifying necessary account data.
• Maintaining controls and operational standards for all IRA processes, identifying process improvements, and taking an active role in problem resolution.
• Supporting team members, providing backup coverage during high volume periods or absences to ensure uninterrupted client service.
• Participating in cross-departmental initiatives and projects that enhance client experience and operational efficiencies within the wealth management division.

To succeed in this role, you should possess the following skills and experience:

• 2-5 years of experience in the finance or investment management industry, preferably within wealth management or trust services.
• Strong understanding and knowledge of IRA products and distribution processes, or willingness to develop expertise in this area.
• Excellent relationship-building, communication, and customer service skills, with the ability to interact professionally and effectively with both clients and internal colleagues at all levels.
• Proficiency in critical thinking and independent judgment to solve client problems and ensure compliance with applicable regulations and internal controls.
• Meticulous attention to detail, high accuracy in processing, and a strong commitment to operational excellence.
• Team-oriented mindset, with a collaborative approach that fosters teamwork, mutual support, and collective success.
• Comfortable working in a fast-paced, high-volume environment requiring effective multitasking and time management.
• Results-driven and self-motivated, with demonstrated initiative in identifying and driving process improvements.
• Technical proficiency in PC applications, including Microsoft Word, Excel, and Access; familiarity with Trust industry systems and terminology preferred.
• Working knowledge of current IRA, taxation, and compliance regulations is highly desirable.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field preferred. Equivalent work experience may be considered in lieu of degree.
• Experience working with IRAs or related financial products preferred.
• Current Certified IRA Services Professional (CISP) designation or willingness to obtain this credential through the American Bankers Association is a plus.

ECCO Select is committed to hiring and retaining a diverse workforce. Our policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. Veterans of our United States Uniformed Services are specifically encouraged to apply for ECCO Select opportunities.

Equal Employment Opportunity is The Law

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