US Tech Solutions
Job Title: Operations Support
Duration: 12 Months
Location: South Jordan, UT 84095 (5 days onsite)
Pay: $24/hr W2
Description: The Retirement Services Team within the Brokerage Service Network (MSSN) 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.
Primary 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 elevate inquiries for further research.
Meet team and department service goals as established by MSSN management.
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
Skills desired:
Experience related to retirement products preferred, but not required
Current or past Series 7 preferred, but not required
Bachelor degree preferred
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Location: South Jordan, UT 84095 (5 days onsite)
Pay: $24/hr W2
Description: The Retirement Services Team within the Brokerage Service Network (MSSN) 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.
Primary 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 elevate inquiries for further research.
Meet team and department service goals as established by MSSN management.
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
Skills desired:
Experience related to retirement products preferred, but not required
Current or past Series 7 preferred, but not required
Bachelor degree preferred
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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