Retirement Services Support Specialist

Job Highlights

Using AI ⚡ to summarize the original job post

Responsibilities

• Establish and maintain effective relationships 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.

Qualifications

Required

• Bachelor’s degree or minimum 2 years financial industry experience.
• 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.

Preferred

• Experience related to retirement products.
• Current or past Series 7 certification.
• Bachelor degree.