Junior Retirement Services Operations Analyst

We are seeking a Junior Retirement Services Operations Analyst to join the Retirement Services Team within the
*** Service Network (MSSN). This team provides IRA and retirement account support to financial advisors and branch employees, handling inquiries related to retirement accounts, products, contributions, distributions, and retirement tax procedures. This role requires strong customer service skills, attention to detail, and the ability to navigate multiple systems and procedures to resolve inquiries efficiently.

South Jordan, UT (Onsite)

$24.00/hour

12-month contract

All new hires are required to work onsite every day for the first 90 days.

• Establish and maintain effective relationships to deliver high-quality client service.
• Handle incoming phone calls from financial advisors and branch employees regarding retirement services.
• Utilize internal and external resources to research information and resolve inquiries.
• Follow established procedures to route processing requests to the appropriate teams.
• Escalate inquiries requiring additional research or resolution.
• Meet established team and department service goals.
• Maintain a strong understanding of retirement account policies, procedures, and systems.

• Bachelor's degree or a minimum of 2 years of experience in the financial industry.
• Excellent verbal and written communication skills.
• Strong attention to detail and active listening skills.
• Ability to multitask and manage time effectively.
• Strong customer service and relationship-building skills.
• Ability to diagnose and resolve problems creatively.
• Ability to recognize and de-escalate challenging interactions.
• Ability to learn quickly and apply knowledge in various situations.