ApTask ยท 1 day ago
Retirement Specialist
South Jordan, UT
Contract
Onsite
Entry Level
$24/hr - $24/hr
2+ years expApTask is seeking a Retirement Specialist to deliver world class service to clients. The role involves handling incoming calls from financial advisors and branch employees, utilizing resources to provide information and resolve issues, and maintaining effective relationships with clients.
Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency
Hiring Manager
Farheen Khanam
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
Qualification
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
Preferred
Experience related to retirement products preferred, but not required
Current or past Series 7 preferred, but not required
Bachelor degree preferred
Company
ApTask
ApTask is a staffing and recruiting company offering staffing, project, and workforce solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Taj Haslani
Founder
Recent News
Company data provided by crunchbase