Retirement Operations Support jobs in United States
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eTeam ยท 10 hours ago

Retirement Operations Support

positionSouth Jordan, UT
timeContract
remoteOnsite
seniorityEntry Level
money$23/hr - $24/hr
date2+ years exp

eTeam is seeking a Retirement Operations Support professional to join their Retirement Services Team. The role involves providing IRA and retirement account support to financial advisors and branch employees, responding to inquiries, and maintaining high service levels.

Information Technology
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Growth Opportunities
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H1B Sponsor Likelynote

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

Client relationship managementProblem-solvingFinancial industry experienceAttention to detailLearn quicklyRetirement productsSeries 7 certificationCommunication skillsTime management

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

eTeam

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Glassdoor4.0
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eTeam is a staffing agency that also provides payrolling services.
dateFounded in 1999
location
Somerset, New Jersey, USA
people-size501-1000 employees
web-link
http://www.eteaminc.com

H1B Sponsorship

eTeam has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-12-04Acquired

Leadership Team

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Swetta Bhatt
CEO APAC & India
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Aanchal Thakur
Founder and Global Director-Strategic Accounts
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