Operations Support

Title: Operations Support II
Interviews: In Person
Location: 4343 Easton Commons Columbus OH USA 43219
Pay Rate: $22.22/Hr
Contract Length: 12 Months
*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!

Job Summary:
The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** 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.

Responsibilities:

• Build and maintain strong client relationships to deliver world-class service.
• Handle inbound calls from financial advisors and branch employees regarding retirement services.
• Use various internal and external tools to access information and resolve issues efficiently.
• Route processing requests accurately to relevant teams and escalate inquiries for additional research when necessary.
• Achieve team and department service goals as set by MSSN management.

Skills & Requirements:

• Strong attention to detail
• Effective time management and multitasking abilities
• Proven relationship-building skills with a client-centered approach
• Creative problem-solving capabilities
• Skill in recognizing and defusing potential conflicts or challenging interactions
• Excellent written, oral, and listening communication skills
• Eagerness to learn quickly and apply new knowledge effectively.
• Familiarity with retirement products is beneficial, though not essential

Skills desired:

• Experience related to retirement products preferred, but not required Current or past Series 7 preferred, but not required
• Bachelors degree or minimum 2 years financial industry experience

Education:

• Bachelors degree preferred

Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting, education verification, and verification of employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.

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