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Retirement Specialist- Utah

Amicis Global

  • South Jordan, UT
  • 4 days ago

    Highlights

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

    LocationSouth Jordan, UT

    Description

    Job Title: Retirement Specialist
    Job Location: South Jordan, UT, 84095
    Job Duration: 6 Months + Extension
    Note: Retirement Services requires all new hires to be in the office every day for the first 90 days.

    Job Summary:
    • 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.
    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

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