Retirement Services Operations Support jobs in United States
cer-icon
Apply on Employer Site
company-logo

Hired by Matrix, Inc · 5 hours ago

Retirement Services Operations Support

positionColumbus, OH
timeContract
remoteOnsite
seniorityEntry Level
date2+ years exp

Hired by Matrix, Inc is a global financial institution seeking to hire a Retirement Services Operations Support. The role involves providing IRA and retirement account support, responding to inquiries related to retirement accounts, and establishing effective client relationships to deliver world-class service.

Human ResourcesMarketingStaffing Agency
check
Growth Opportunities

Responsibilities

Provides IRA and retirement account support to financial advisors and branch employees
Responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax
Providing a high level of service in supporting a wide range of systems, policies, and procedures
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 management

Qualification

Financial industry experienceRetirement products experienceSeries 7 certificationMulti-taskingClient relationship managementQuick learnerAttention to detailProblem-solvingConflict resolutionCommunication 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
Bachelor's 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

Hired by Matrix, Inc

twittertwittertwitter
company-logo
Hired by Matrix is a staffing and recruiting company specializing in administrative, clerical, and marketing staffing services.
dateFounded in 1986
location
Glen Rock, New Jersey, USA
people-size201-500 employees
web-link
http://hiredbymatrix.com

Funding

Current Stage
Growth Stage

Leadership Team

S
Sharon Olzerowicz
President/CEO
linkedin
Company data provided by crunchbase