Compunnel Inc.
The
Retirement Services Team
within the investment bank supports financial advisors and branch employees with
IRA and retirement account inquiries , including contributions, distributions, and tax‑related processes. The role focuses on delivering exceptional service, resolving issues efficiently, and maintaining compliance with policies and procedures.
Key Responsibilities
Handle inbound calls from advisors and branch staff on retirement account matters.
Research and resolve account and process‑related inquiries using internal systems.
Route requests to appropriate processing teams and escalating issues when necessary.
Build and maintain strong client relationships and meet service performance goals.
Required Skills
Strong communication, multitasking, and problem‑solving skills.
Attention to detail with the ability to manage multiple priorities.
Quick learner with a client‑first mindset.
Bachelor’s degree or 2+ years of financial industry experience.
Preferred Skills
Knowledge of retirement products.
Series 7 license (current or past).
Seniority Level Associate
Employment Type Contract
Job Function Other and Analyst
Industries Banking, Investment Banking, and Financial Services
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Retirement Services Team
within the investment bank supports financial advisors and branch employees with
IRA and retirement account inquiries , including contributions, distributions, and tax‑related processes. The role focuses on delivering exceptional service, resolving issues efficiently, and maintaining compliance with policies and procedures.
Key Responsibilities
Handle inbound calls from advisors and branch staff on retirement account matters.
Research and resolve account and process‑related inquiries using internal systems.
Route requests to appropriate processing teams and escalating issues when necessary.
Build and maintain strong client relationships and meet service performance goals.
Required Skills
Strong communication, multitasking, and problem‑solving skills.
Attention to detail with the ability to manage multiple priorities.
Quick learner with a client‑first mindset.
Bachelor’s degree or 2+ years of financial industry experience.
Preferred Skills
Knowledge of retirement products.
Series 7 license (current or past).
Seniority Level Associate
Employment Type Contract
Job Function Other and Analyst
Industries Banking, Investment Banking, and Financial Services
#J-18808-Ljbffr