Retirement Services Specialist - Wealth & IRA Support

Northpointe Staffing Professionals; South Jordan (UT); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

Northpointe Staffing Professionals is seeking a Retirement Services support professional in Utah to assist financial advisors and branch staff with IRA and retirement account inquiries. You will resolve issues, route requests, and provide timely, high-quality service.

The role emphasizes strong communication, relationship-building, and the ability to learn and apply retirement product knowledge across multiple systems and procedures.

Qualifikationen

• 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.
• 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.

Aufgaben

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

Kenntnisse

Multi-tasking

Relationship building

Problem solving

Communication skills

Time management

Customer service

Phone support

Ausbildung

Bachelor’s degree or minimum 2 years financial industry experience

Jobbeschreibung

Northpointe Staffing Professionals is seeking a Retirement Services support professional in Utah to assist financial advisors and branch staff with IRA and retirement account inquiries. You will resolve issues, route requests, and provide timely, high-quality service.

The role emphasizes strong communication, relationship-building, and the ability to learn and apply retirement product knowledge across multiple systems and procedures.