Operations Support - Level 2

Job Summary:

The Operations Support Associate within the Retirement Services Team is responsible for providing high-quality service and support to Client financial advisors and branch employees. This role involves handling inquiries related to retirement accounts, contribution and distribution procedures, and retirement tax, while ensuring adherence to internal systems, policies, and procedures.

Key Responsibilities:

• Establish and maintain effective relationships to deliver world-class service.

• Handle incoming phone calls from financial advisors and branch employees regarding retirement services.

• Utilize internal and external tools to provide accurate information and resolve issues.

• Route processing requests to appropriate teams and escalate inquiries for further research.

• Meet team and departmental service goals as set by MSSN management.

Required Qualifications:

• Bachelor's degree or minimum 2 years of experience in the financial industry.

• Attention to detail and ability to follow established procedures.

• Ability to multi-task and manage time effectively.

• Strong problem-solving and creative thinking skills.

• Ability to recognize and diffuse potential issues or difficult interactions.

• Excellent verbal and written communication skills.

• Ability to work independently and collaboratively in a team environment.

• Strong listening skills and desire to learn quickly.

Preferred Qualifications:

• Experience with retirement products.

• Current or past Series 7 license.

• Bachelor's degree preferred.

Education: Bachelors Degree