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Retirement Account Support Specialist

2 months ago

Columbus, Ohio, United States US Tech Solutions, Inc. Full time

Contract Duration: 12+ months

Position Overview:

The Retirement Services division within US Tech Solutions, Inc. offers comprehensive support for IRA and retirement accounts to financial advisors and branch personnel. This team addresses a wide range of inquiries concerning retirement accounts, product offerings, contribution and distribution processes, as well as retirement-related taxation.

Key Responsibilities:

  • Develop and sustain effective relationships to ensure exceptional service delivery to clients.
  • Manage incoming inquiries from financial advisors and branch staff regarding Retirement Services.
  • Leverage various internal and external resources to provide accurate information and resolve client issues.
  • Adhere to established protocols for routing processing requests to the relevant teams and escalate inquiries as necessary.
  • Achieve team and departmental service objectives as defined by management.

Qualifications:

  • Experience in retirement products is advantageous, though not mandatory.
  • Possession of a current or past Series 7 license is preferred, but not essential.
  • A Bachelor's degree is preferred.

Essential Skills:

  • Strong attention to detail.
  • Proficient in multitasking and effective time management.
  • Ability to cultivate and maintain positive client relationships.
  • Creative problem-solving skills.
  • Capability to identify and mitigate potential issues and challenging interactions.
  • Excellent verbal and written communication skills, along with active listening abilities.
  • Willingness and capacity to learn swiftly and apply knowledge in diverse scenarios.

Education:

A Bachelor's degree is preferred, but not required.