Retirement Services

Retirement Services Support

Are you ready to build your career by joining a global financial institution? If so, our client is hiring Retirement Services Support. Position Type:
Contract On-Site

Required:

Bachelor's degree or minimum 2 years financial industry experience. Attention to detail. Ability to:
Multi-task and manage time effectively. 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 preferred, but not required. Current or past Series 7 preferred, but not required. Bachelor degree preferred.

Responsibilities:
Provides IRA and retirement account support to financial advisors and branch employees. Responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. Responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Primary 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.