Operational Specialist jobs in United States
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US Tech Solutions · 2 hours ago

Operational Specialist

US Tech Solutions is focused on providing IRA and retirement account support to financial advisors and branch employees. The Operational Specialist will handle inquiries related to retirement accounts, ensuring high levels of service and effective communication with clients.

Information Technology
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Divya Sree Cherka
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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 managementMulti-taskingFinancial industry experienceAttention to detailProblem-solvingDesire to learnRetirement products experienceSeries 7 certificationBachelor's degreeCommunication 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

Preferred

Experience related to retirement products preferred, but not required
Current or past Series 7 preferred, but not required
Bachelor degree preferred

Company

US Tech Solutions

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US Tech Solutions counted among the largest yet the fastest growing staffing firm; all achieved organically.

H1B Sponsorship

US Tech Solutions 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 (4)
2024 (9)
2023 (13)
2022 (24)
2021 (18)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Manoj Agarwal
Chief Executive Officer
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Company data provided by crunchbase