Customer Support - Retirement Svcs ($19/hr on W2 USC and GC)

Customer Support - Retirement Svcs ($19/hr on W2 USC and GC)

19 Sep 2024
Utah, Usut 00000 Usut USA

Customer Support - Retirement Svcs ($19/hr on W2 USC and GC)

Vacancy expired!

Job Description

Primary Responsibilities:
Establish and maintain effective relationships in order to deliver world class service to our Financial Advisors, their teams, and other branch employees. Handle incoming phone calls and written queries from financial advisors and branch employees related to client IRA and Qualified Plan accounts. Utilize various internal and external resources and tools to provide information and resolve issues. Follow established procedures to process requests, route for processing requests to the appropriate teams, and to escalate requests/inquiries when needed. Meet team and department service goals as established by MSSN management.

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
Bachelors degree or minimum 2 years financial industry experience
Working well within a team environment
An interest in and ability to understand IRA/401k/and other IRS regulations

Skills desired:
Experience related to retirement investment products such as IRAs
Current or past Series 7 preferred
Bachelor degree preferred

Additional Information

All your information will be kept confidential according to EEO guidelines.

Job Details

  • ID
    JC4840443
  • State
  • City
  • Job type
    Contract
  • Salary
    N/A
  • Hiring Company
    Lenmar Consulting Inc.
  • Date
    2020-09-19
  • Deadline
    2020-11-18
  • Category

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