What are the responsibilities and job description for the Retirement Services Support position at Hired by Matrix?
At-a-Glance:
Join a global financial institution as part of our dynamic Retirement Services Support team.
Position Type:
- Contract
- On-Site
Required:
- Experience in financial services.
- Bachelor’s degree or minimum 2 years of experience in the financial industry.
- Attention to detail.
- Ability to multi-task and manage time effectively.
- Ability to establish and maintain positive client relationships.
- Diagnose and solve problems creatively.
- 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.
Preferred:
- Experience related to retirement products.
- Current or past Series 7 license.
- Bachelor degree preferred.
Responsibilities:
- Provide IRA and retirement account support to financial advisors and branch employees.
- Respond to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
- Deliver a high level of service in supporting a wide range of systems, policies, and procedures.
- Establish and maintain effective relationships 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 escalate inquiries for further research.
- Meet team and department service goals as established by management.
Salary : $24