Retirement Services Support

Job Description

Job Description

Position Type:

• Contract
• On-Site

Required:

• Attention to detail.
• Multi-task and manage time effectively.
• Establish and maintain positive client relationships.
• Diagnose and solve problems creatively.
• 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 financial industry experience.

Desired Skills:

• Experience related to retirement products preferred, but not required.
• Current or past Series 7 preferred, but not required.
• Bachelor degree preferred.

Responsibilities:

• Provide IRA and retirement account support to financial advisors and branch employees.
• Responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
• Responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
• 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 management.

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.

Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.