Finance - Wealth Management - Retirement Services

Northpointe Staffing Professionals; South Jordan (UT); On-site; USD 42,000 - 54,000; Full time

Job summary

Northpointe Staffing Professionals is seeking a Retirement Services support professional in Utah to assist financial advisors and branch staff with IRA and retirement account inquiries. You will resolve issues, route requests, and provide timely, high-quality service.

The role emphasizes strong communication, relationship-building, and the ability to learn and apply retirement product knowledge across multiple systems and procedures.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Multi-tasking

Relationship building

Problem solving

Communication skills

Time management

Customer service

Phone support

Education

Bachelor’s degree or minimum 2 years financial industry experience

Job description

Finance Wealth Management - Retirement Services

Individual within this role will be part of The Retirement Services Team which 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.

Primary Responsibilities:

• 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.

Skills required:

• 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