Retirement Operations Support Specialist

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

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.