Hired by Matrix, Inc
Retirement Services Operations Support
Hired by Matrix, Inc, South Jordan, Utah, United States, 84095
At-a-Glance
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Retirement Services Operations Support.
Position Type Contract On-site
Required
Bachelor's degree or minimum 2 years financial industry experience
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
Skills desired:
Experience related to retirement products preferred
Current or past Series 7 preferred
Bachelor's degree preferred
Responsibilities
Establish and maintain effective relationships in order to deliver world class service to 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 escalated inquiries for further research.
Meet team and department service goals as established by management.
Get in Touch We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Shweta at (862) 895‑5570 to learn more. #HbM6349
#J-18808-Ljbffr
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Retirement Services Operations Support.
Position Type Contract On-site
Required
Bachelor's degree or minimum 2 years financial industry experience
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
Skills desired:
Experience related to retirement products preferred
Current or past Series 7 preferred
Bachelor's degree preferred
Responsibilities
Establish and maintain effective relationships in order to deliver world class service to 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 escalated inquiries for further research.
Meet team and department service goals as established by management.
Get in Touch We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Shweta at (862) 895‑5570 to learn more. #HbM6349
#J-18808-Ljbffr