Retirement Services Support

At-a-Glance:
Join a global financial institution to support retirement services in a dynamic, client-facing role.

Position Type:

• Contract
• On-Site

Required:

• Experience in financial services.
• Bachelor's degree or minimum 2 years of financial industry experience.
• Attention to detail.
• Ability to multi-task and manage time effectively.
• Establish and maintain positive client relationships.
• Diagnose and solve problems creatively.
• 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.
• Local candidate able to work onsite for the first 90 days.
• Experience handling customer inquiries, phone support, and account-related requests.
• Strong communication, problem-solving, multitasking, and customer service skills.

Preferred:

• Experience related to retirement products.
• Current or past Series 7.
• Financial services, banking, client service, or operations experience.
• Retirement accounts, IRAs, wealth management, or brokerage experience.
• Demonstrated employment stability and a record of successfully completing prior assignments.

Responsibilities:

• Provide IRA and retirement account support to financial advisors and branch employees.
• Respond to inquiries related to retirement accounts, products, contribution and distribution procedures, and retirement tax.
• Deliver high-level service supporting a wide range of systems, policies, and procedures.
• Establish and maintain effective relationships to deliver world-class service to clients.
• Handle incoming phone calls related to Retirement Services.
• Utilize internal and external resources and tools to provide information and resolve issues.
• Follow procedures to route processing requests to appropriate teams and escalate inquiries for further research.
• Meet team and department service goals as established by management.
• Experience in Financial Services, Banking, Client Service, Call Center, or Operations.
• Experience handling high-volume phone inquiries and customer support.
• Retirement accounts, IRAs, retirement products, Series 7, Wealth Management, or Brokerage experience.
• Strong communication, problem-solving, multitasking, and relationship-building skills.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.

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