Wealth Management IRA Specialist

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 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.