Financial Operations Support

Job Title: Financial Operation Support
Location: South Jordan, UT
Duration: 08 months

Retirement Services requires all new hires to be in the office every day for the first 90 days.
Three roles for Utah!
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.
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:
-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
-Bachelors degree or minimum 2 years financial industry experience
Skills desired:
-Experience related to retirement products preferred, but not required
-Current or past Series 7 preferred, but not required
-Bachelor degree preferred

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