Lenmar Consulting Inc
Retirement Operations Analyst
Lenmar Consulting Inc, South Jordan, Utah, United States, 84095
Retirement Operations Analyst
Location: South Jordan, UT (Local to UT)
Contract: 12 Months
Rate: $24/hr W2 without benefits
Role will start onsite
1 round of interview on Zoom
The Retirement Services Team within the Brokerage Service Network provides IRA and retirement account support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
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 upscale inquiries for further research.
Meet team and department service goals as established by MSSN management.
Required Skills
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.
Qualifications
Bachelor's degree or minimum 2 years financial industry experience.
Experience related to retirement products preferred, but not required.
Current or past Series 7 preferred, but not required.
Seniority Level Associate
Employment Type Contract
Job Function Finance, Consulting, and Information Technology
Industries Banking, Investment Banking, and Financial Services
Pay Range $22.00/yr - $24.00/yr (provided by Lenmar Consulting Inc.)
#J-18808-Ljbffr
Contract: 12 Months
Rate: $24/hr W2 without benefits
Role will start onsite
1 round of interview on Zoom
The Retirement Services Team within the Brokerage Service Network provides IRA and retirement account support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
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 upscale inquiries for further research.
Meet team and department service goals as established by MSSN management.
Required Skills
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.
Qualifications
Bachelor's degree or minimum 2 years financial industry experience.
Experience related to retirement products preferred, but not required.
Current or past Series 7 preferred, but not required.
Seniority Level Associate
Employment Type Contract
Job Function Finance, Consulting, and Information Technology
Industries Banking, Investment Banking, and Financial Services
Pay Range $22.00/yr - $24.00/yr (provided by Lenmar Consulting Inc.)
#J-18808-Ljbffr