Retirement Service Operations Analyst

Lenmar Consulting Inc; South Jordan (UT); On-site; USD 45,000 - 65,000; Full time

Job summary

Lenmar Consulting Inc is seeking a Retirement Service Operations Analyst for the South Jordan, UT location. This is a 12-month contract with potential extension or conversion to full-time.

The role requires daily in-office presence for the first 90 days and supports retirement services for financial advisors and branch employees. The candidate will manage inquiries, route requests to the right teams, and escalate issues as needed to meet MSSN service goals.

Qualifications

• Bachelor’s degree or 2+ years in financial industry experience.
• Ability to handle multiple tasks with attention to detail.
• Excellent communication and listening skills.

Responsibilities

• Establish and maintain effective relationships to deliver world-class service.
• Handle incoming calls from financial advisors and branch employees regarding Retirement Services.
• Utilize internal and external resources to provide information and resolve issues.
• Follow procedures to route processing requests to the appropriate teams and escalate inquiries.
• Meet team and department service goals as established by MSSN management.

Skills

Multitasking

Relationship building

Problem solving

Communication skills

Learning ability

Time management

Client relationships

Finance industry knowledge

Series 7 knowledge

Education

Bachelor’s degree or 2+ years in financial industry

Job description

Lenmar is looking to hire a Retirement Service Operations Analyst to help us support our global financial services client out of South Jordan UT location. This is a 12-month contract to start with the potential to be extended or convert to a full-time role.

Note

• Retirement Services requires all new hires to be in the office every day for the first 90 days.
• 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.

Title: Retirement Service Operations Analyst

Duration – 12 months + (Possibility of Further Extension or conversion)

Location – South Jordan UT

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 **escalate** inquiries for further research.
• Meet team and department service goals as established by MSSN management.

Skills Required:

• Ability to multitask 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

Regards,

Peter Swamy

Direct: 201 744 2238

P: 201 946 1777 Ext – 4007