Retirement Operations Support

eTeam; South Jordan (UT); On-site; USD 31,684 - 33,062; Full time

Job summary

A financial services provider is seeking an Entry Level Retirement Operations Support associate based in South Jordan, UT. Responsibilities include handling inquiries from financial advisors, maintaining effective client relationships, and utilizing internal resources to resolve issues. A Bachelor's degree or a minimum of 2 years in the financial industry is required, along with strong communication and problem-solving skills. This is a contract position that offers competitive pay.

Qualifications

• Must have strong communication skills for client interaction.
• Experience in the financial industry is a plus.
• Ability to learn quickly and adapt to various situations.

Responsibilities

• Establish and maintain effective relationships with clients.
• Handle inquiries related to Retirement Services.
• Utilize resources to resolve issues for clients.
• Follow procedures to route requests appropriately.
• Meet service goals established by management.

Skills

Attention to detail

Ability to multi-task and manage time effectively

Ability to establish and maintain positive client relationships

Problem-solving skills

Excellent communication and listening skills

Desire and ability to learn quickly

Education

Bachelor's degree

Minimum 2 years financial industry experience

Job description

Base pay range

$23.00/hr - $24.00/hr

Job Role - Ritirement Operations Support

Location - South Jordan , UT - Onsite -84095

Duration - 12 Months

Role will start onsite.

Interview Process

1 round of interview on Zoom.

Overview

The Retirement Services Team within the *** Service Network (MSSN) 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 upscale 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

Skills Desired

• Experience related to retirement products preferred, but not required
• Current or past Series 7 preferred, but not required
• Bachelor degree preferred

Seniority level

Entry level

Employment type

Contract

Job function

Accounting/Auditing

Industries

Banking, Financial Services, and Investment Banking

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