Retirement Services Specialist — Client Support & Solutions

US Tech Solutions; South Jordan (UT); On-site; USD 42,000 - 65,000; Full time

Job summary

A financial services company located in South Jordan, Utah, is seeking a client-focused individual for Retirement Services support. The role involves managing inquiries from financial advisors, ensuring exceptional client service, and resolving retirement account issues. Candidates should have strong communication skills, attention to detail, and preferably a Bachelor's degree or two years of financial industry experience. The position offers a dynamic work environment with opportunities to grow within the financial services field.

Qualifications

• Excellent communication (written and oral) and listening skills.
• Desire and ability to learn quickly and apply knowledge to various situations.

Responsibilities

• Establish and maintain effective relationships to deliver world-class service.
• Handle incoming phone calls related to Retirement Services.
• Utilize various resources to provide information and resolve issues.
• Follow procedures to route processing requests and escalate inquiries.
• Meet team and department service goals.

Skills

Attention to detail

Multi-tasking

Client relationship management

Problem-solving

Communication skills

Quick learning ability

Education

Bachelor's degree or 2 years financial industry experience

Job description

A financial services company located in South Jordan, Utah, is seeking a client-focused individual for Retirement Services support. The role involves managing inquiries from financial advisors, ensuring exceptional client service, and resolving retirement account issues. Candidates should have strong communication skills, attention to detail, and preferably a Bachelor's degree or two years of financial industry experience. The position offers a dynamic work environment with opportunities to grow within the financial services field.