Hired by Matrix, Inc ยท 1 day ago
Retirement Services Operations Support
South Jordan, UT
Contract
Onsite
Entry Level
2+ years expHired by Matrix, Inc is a global financial institution seeking to hire a Retirement Services Operations Support. The role involves establishing and maintaining effective client relationships, handling inquiries related to Retirement Services, and ensuring service goals are met.
Human ResourcesMarketingStaffing Agency
Responsibilities
Establish and maintain effective relationships in order to deliver world class service to 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 management
Qualification
Required
Bachelors degree or minimum 2 years financial industry experience
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
Preferred
Experience related to retirement products preferred
Current or past Series 7 preferred
Bachelor degree preferred
Company
Hired by Matrix, Inc
Hired by Matrix is a staffing and recruiting company specializing in administrative, clerical, and marketing staffing services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
S
Sharon Olzerowicz
President/CEO
Company data provided by crunchbase