Retirement Services Support

At-a-Glance:
Join a global financial institution as part of our dynamic Retirement Services Support team.

Position Type:

• Contract
• On-Site

Required:

• Experience in financial services.
• Bachelor’s degree or minimum 2 years of experience in the financial industry.
• Attention to detail.
• Ability to multi-task and manage time effectively.
• Ability to 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.
• Current or past Series 7 license.
• Bachelor degree preferred.

Responsibilities:

• Provide IRA and retirement account support to financial advisors and branch employees.
• Respond to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
• Deliver a high level of service in supporting a wide range of systems, policies, and procedures.
• Establish and maintain effective relationships 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 escalate inquiries for further research.
• Meet team and department service goals as established by management.