Retirement Services Operations Support

At-a-Glance:

Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Retirement Services Operations Support.

Position Type:

• Contract
• On-site
  
  
  

Required:

• Bachelors degree or minimum 2 years financial industry experience
• Skills required:
• Attention to detail Ability to multi-task and manage time effectively
• Ability to establish and maintain positive client relationships
• Ability to diagnose and solve problems creatively
• Ability to recognize and diffuse potential issues and/or difficult interactions
• Excellent communication (written and oral) and listening skills
• Desire and ability to learn quickly and apply knowledge to various situations
• Skills desired:
• Experience related to retirement products preferred
• Current or past Series 7 preferred
• Bachelor degree preferred
  
  
  

Responsibilities:

• Establish and maintain effective relationships in order to deliver world class service to clients.
• Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.
• Utilize various internal and external resources and tools to provide information and resolve issues.
• Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
• Meet team and department service goals as established by management.
  
  
  

Get in Touch:

We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Shweta at (862) 895-5570 to learn more.

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