Job Description
Job Description
At-a-Glance:
Join a global financial institution as a Retirement Services Support in a dynamic, client-facing role.
Position Type:
- Contract
- On-Site
Required:
- Experience in financial services.
- Bachelor's degree or minimum 2 years of financial industry experience.
- Attention to detail.
- Ability to multi-task and manage time effectively.
- Establish and maintain positive client relationships.
- Diagnose and solve problems creatively.
- 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.
- Local candidate able to work onsite for the first 90 days.
- Experience handling customer inquiries, phone support, and account-related requests.
- Strong communication, problem-solving, multitasking, and customer service skills.
Preferred:
- Experience related to retirement products.
- Current or past Series 7.
- Financial services, banking, client service, or operations experience.
- Retirement accounts, IRAs, wealth management, or brokerage experience.
- Demonstrated employment stability and a record of successfully completing prior assignments.
Responsibilities:
- Provide IRA and retirement account support to financial advisors and branch employees.
- Respond to inquiries related to retirement accounts, products, contribution and distribution procedures, and retirement tax.
- Deliver high-level service supporting a wide range of systems, policies, and procedures.
- Establish and maintain effective relationships to deliver world-class service to clients.
- Handle incoming phone calls related to Retirement Services.
- Utilize internal and external resources and tools to provide information and resolve issues.
- Follow procedures to route processing requests to appropriate teams and escalate inquiries for further research.
- Meet team and department service goals as established by management.
- Experience in Financial Services, Banking, Client Service, Call Center, or Operations.
- Experience handling high-volume phone inquiries and customer support.
- Retirement accounts, IRAs, retirement products, Series 7, Wealth Management, or Brokerage experience.
- Strong communication, problem-solving, multitasking, and relationship-building skills.