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.

• Contract
• On-site

• Bachelor's 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's degree preferred

• 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 escalated inquiries for further research.
• Meet team and department service goals as established by management.

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. #HbM
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