Job Details

Retirement Specialist
Columbus, OH
$23.28/hr

Description:

• 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

• 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 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 financial industry experience

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