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 Retirement Services Operations Support.

• Contract
• On-Site

• 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.
• 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.
• Bachelor degree preferred.

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

If you think you'd be a good match, submit your resume and reach out to Shweta at  to learn more.

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