Retirement Services Operations Specialist (12‑mo Contract)

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 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.