Retirement Operations Support

Base pay range

$23.00/hr - $24.00/hr

Location - South Jordan , UT - Onsite
-84095

Duration - 12 Months

Role will start onsite.

1 round of interview on Zoom.

The Retirement Services Team within the
*** Service Network (MSSN) provides IRA and retirement account support to
*** financial advisors and branch employees. The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

• Establish and maintain effective relationships in order to deliver world class service to our 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 upscale inquiries for further research.
• Meet team and department service goals as established by MSSN management.

• 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
• Bachelors degree or minimum 2 years financial industry experience

• Experience related to retirement products preferred, but not required
• Current or past Series 7 preferred, but not required
• Bachelor degree preferred

Entry level

Contract

Accounting/Auditing

Banking, Financial Services, and Investment Banking

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