Retirement Service Operations Analyst

Lenmar is looking to hire a Retirement Service Operations Analyst to help us support our global financial services client out of South Jordan UT location. This is a 12-month contract to start with the potential to be extended or convert to a full-time role.

Note

• Retirement Services requires all new hires to be in the office every day for the first 90 days.
• 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
  ** escalate
  * * inquiries for further research.
• Meet team and department service goals as established by MSSN management.

• Ability to multitask 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
• Bachelor’s 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

Regards,

Peter Swamy

Direct:

P:  Ext – 4007