Operations Support

JOB SUMMARY

The Operations Support is responsible for delivering world-class service to financial advisors and branch employees. This role involves handling incoming calls, resolving inquiries, and ensuring accurate routing and escalation of requests. The representative will utilize various tools and resources to provide timely and effective support.

Key Responsibilities

Establish and maintain effective relationships with clients

Handle incoming phone calls related to Retirement Services

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

Route processing requests to appropriate teams and escalate inquiries as needed

Meet team and department service goals set by management Required Qualifications

Bachelor's degree or minimum 2 years of financial industry experience

Preferred Qualifications

Experience related to retirement products

Current or past Series 7 license

Bachelor's degree Skills

Attention to detail

Ability to multi-task and manage time effectively

Ability to establish and maintain positive client relationships

Creative problem-solving skills

Ability to recognize and diffuse potential issues or difficult interactions

Excellent written, oral, and listening communication skills

Desire and ability to learn quickly and apply knowledge to various situation

Education: Bachelors Degree