Operations Support

Job Description

Job Summary

The Operations Support professional in the Retirement Services Team provides high-level assistance to Client financial advisors and branch employees regarding retirement accounts and products. This role involves handling incoming inquiries, offering procedural guidance, resolving account-related issues, and ensuring accurate routing of processing requests. The ideal candidate brings strong communication skills, attention to detail, and a client-first mindset to deliver world-class service within a fast-paced financial services environment.

Key Responsibilities

Provide retirement account support by answering incoming phone calls from financial advisors and branch personnel

Deliver accurate information on retirement products, contribution/distribution procedures, and tax-related matters

Utilize internal and external systems to research and resolve client inquiries efficiently

Route processing requests accurately to appropriate teams and escalate complex issues as needed

Develop and maintain strong relationships with internal stakeholders to support a positive client experience

Consistently meet or exceed departmental service goals set by MSSN leadership

Adhere to established processes and compliance standards when responding to inquiries and processing requests

Required Qualifications

Bachelor’s degree or a minimum of 2 years of financial industry experience

Excellent written and verbal communication and active listening skills

Strong attention to detail and organizational abilities

Ability to multi-task, manage time, and work efficiently under pressure

Proven ability to diagnose problems, offer creative solutions, and manage difficult interactions professionally

Positive attitude with a strong client service orientation

Quick learner with the ability to apply new knowledge across varied situations

Preferred Qualifications

Experience working with retirement products or related services

Series 7 license (current or past)

Bachelor’s degree in Finance, Business, or related field (preferred)

Certifications (if any)

Series 7 (Preferred, not required)

Education: Bachelors Degree

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Full-time