Retirement Services Operations Support

At-a-Glance: Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Retirement Services Operations Support.

Position Type:

Contract

On-site Required:

Bachelors degree or minimum 2 years financial industry experience

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

Skills desired:

Experience related to retirement products preferred

Current or past Series 7 preferred

Bachelor degree preferred Responsibilities:

Establish and maintain effective relationships in order to deliver world class service to 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 escalate inquiries for further research.

Meet team and department service goals as established by management. Get in Touch:

We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Simran at to learn more.

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