Retirement Services Support - Hired By Matrix : Job Details

Retirement Services Support

Hired By Matrix

Job Location : Columbus,OH, USA

Posted on : 2024-09-12T11:41:50Z

Job Description :
At-a-Glance: Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Retirement Services Support! What You'll Do:
  • 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.
What You'll Bring:
  • Bachelors degree or minimum 2 years financial industry experience.
  • Experience related to retirement products preferred.
  • Current or past Series 7 preferred.
  • Bachelor degree preferred.
  • Attention to detail.
  • Ability to:
    • 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.
Position Type: Contract Get in Touch: We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Sparsh at 862-###-#### to learn more. Who We Are: Since 1986, Hired by Matrix, Inc., has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business. Connect with us on LinkedIn today and learn more about how HbM can change your career: Check out our Career Center: #HbM266
Apply Now!

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