eTeam
Base pay range
$23.00/hr - $24.00/hr
Job Role - Ritirement Operations Support Location - South Jordan , UT - Onsite -84095
Duration - 12 Months
Role will start onsite.
Interview Process 1 round of interview on Zoom.
Overview The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** 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 upscale 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
Seniority level Entry level
Employment type Contract
Job function Accounting/Auditing
Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at eTeam by 2x
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Job Role - Ritirement Operations Support Location - South Jordan , UT - Onsite -84095
Duration - 12 Months
Role will start onsite.
Interview Process 1 round of interview on Zoom.
Overview The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** 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 upscale 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
Seniority level Entry level
Employment type Contract
Job function Accounting/Auditing
Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at eTeam by 2x
#J-18808-Ljbffr