Operational Specialist

US Tech Solutions; South Jordan (UT); On-site; USD 42,000 - 65,000; Full time

Job summary

A financial services company located in South Jordan, Utah, is seeking a client-focused individual for Retirement Services support. The role involves managing inquiries from financial advisors, ensuring exceptional client service, and resolving retirement account issues. Candidates should have strong communication skills, attention to detail, and preferably a Bachelor's degree or two years of financial industry experience. The position offers a dynamic work environment with opportunities to grow within the financial services field.

Qualifications

• Excellent communication (written and oral) and listening skills.
• Desire and ability to learn quickly and apply knowledge to various situations.
• Current or past Series 7 preferred but not required.
• Attention to detail and ability to multi-task in a fast-paced environment.

Responsibilities

• Establish and maintain effective relationships to deliver world-class service.
• Handle incoming phone calls related to Retirement Services.
• Utilize various resources to provide information and resolve issues.
• Follow procedures to route processing requests and escalate inquiries.
• Meet team and department service goals.

Skills

Attention to detail

Multi-tasking

Client relationship management

Problem-solving

Communication skills

Quick learning ability

Series 7 knowledge

Education

Bachelor's degree or 2 years financial industry experience

Job description

The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage 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 escalat inquiries for further research.
• Meet team and department service goals as established by MSSN management.

Skills required:

• 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
• Bachelors 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