Retirement Services Operations Support

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

At-a-Glance

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Retirement Services Operations Support.

Position Type

• Contract
• On-site

Required

• Bachelor's degree or minimum 2 years financial industry experience
• 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
• Skills desired:
  • Experience related to retirement products preferred
  • Current or past Series 7 preferred
  • Bachelor's degree preferred

Responsibilities

• Establish and maintain effective relationships in order to deliver world class service to 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 escalated inquiries for further research.
• Meet team and department service goals as established by management.

Get in Touch

We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Shweta at (862) 895‑5570 to learn more. #HbM6349