Retirement Operations Specialist (On‑Site)

Hired by Matrix, Inc; South Jordan (UT); On-site; USD 45,000 - 60,000; Full time

Job summary

A global financial institution located in South Jordan, Utah, is seeking a Retirement Services Operations Support. This role involves managing client relationships and handling inquiries from financial advisors related to retirement services. Candidates should possess a Bachelor's degree or have a minimum of 2 years of experience in the financial industry, along with strong communication skills and the ability to multi-task. This is a contract, on-site position offering opportunities for career growth.

Qualifications

• Bachelor's degree or minimum 2 years financial industry experience.
• Attention to detail and ability to multi-task.
• Excellent communication (written and oral) skills.

Responsibilities

• Establish and maintain effective relationships with clients.
• Handle incoming phone calls from financial advisors.
• Utilize resources to provide information and resolve issues.

Skills

Attention to detail

Ability to multi-task

Client relationship management

Problem-solving

Excellent communication skills

Quick learner

Education

Bachelor's degree or minimum 2 years financial industry experience

Job description

A global financial institution located in South Jordan, Utah, is seeking a Retirement Services Operations Support. This role involves managing client relationships and handling inquiries from financial advisors related to retirement services. Candidates should possess a Bachelor's degree or have a minimum of 2 years of experience in the financial industry, along with strong communication skills and the ability to multi-task. This is a contract, on-site position offering opportunities for career growth.