Operations Support

Job Description

Job Summary:

The Retirement Services Team within the Client provides comprehensive support for IRA and retirement accounts. This role is responsible for handling inquiries from financial advisors and branch employees regarding retirement products, procedures for contributions and distributions, and associated tax-related matters. The Operations Support Specialist ensures prompt, accurate, and client-focused resolutions across a wide array of systems, policies, and procedures.

Key Responsibilities:

Provide world-class service by establishing and maintaining effective relationships with internal clients.

Handle incoming phone inquiries from financial advisors and branch personnel regarding retirement services.

Use internal systems and external tools to research and provide accurate information.

Route processing requests to appropriate teams based on established procedures.

Escalate inquiries requiring further investigation as necessary.

Consistently meet team and departmental service goals as set by Client management.

Required Qualifications:

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

Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.

Effective time management and organizational skills.

Proven ability to establish and maintain strong client relationships.

Excellent verbal and written communication skills.

Creative problem-solving and issue resolution capabilities.

Strong listening skills and ability to handle challenging client interactions professionally.

Desire and ability to learn quickly and apply new knowledge efficiently.

Preferred Qualifications:

Experience with retirement products and account types.

Current or prior Series 7 license (preferred, not required).

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

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