Retirement Customer Service(MOR2JP00017006)
Job Location: Columbus, OH 43219
Job Duration: 12 Months + Extension
Job Summary:
- The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees.
- The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
- The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
- Establish and maintain effective relationships in order to deliver world-class service to our 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 by Brokerage Service Network (MSSN)management.
- 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
- Bachelor's degree or minimum 2 years of financial industry experience.
- Experience related to retirement products is preferred, but not required.
- Current or past Series 7 preferred, but not required.
- Bachelor's degree preferred but not required.
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