Highlights
The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** financial advisors and branch employees. -Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
Numbers & Facts
| Location | Columbus, OH |
| Industry | Other/Not Classified |
| Company Size | 100 to 499 employees |
| Year Founded | 1998 |
| Website | www.eteaminc.com |
Description
Job Title: Financial Operation Support
Location: Columbus, OH
Duration: 08 months
Retirement Services requires all new hires to be in the office every day for the first 90 days.
Four roles for Ohio!
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.
Primary Responsibilities:
-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.
Skills required:
-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
-Bachelors degree or minimum 2 years financial industry experience
Skills desired:
-Experience related to retirement products preferred, but not required
-Current or past Series 7 preferred, but not required
-Bachelor degree preferred
ET_PB01
Location: Columbus, OH
Duration: 08 months
Retirement Services requires all new hires to be in the office every day for the first 90 days.
Four roles for Ohio!
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.
Primary Responsibilities:
-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.
Skills required:
-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
-Bachelors degree or minimum 2 years financial industry experience
Skills desired:
-Experience related to retirement products preferred, but not required
-Current or past Series 7 preferred, but not required
-Bachelor degree preferred
ET_PB01
About Company
Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.
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