Retirement Account Support Specialist
1 week ago
Contract Duration: 12+ months
Position Overview:
The Retirement Services division within MSSN is dedicated to providing comprehensive support for IRA and retirement accounts to financial advisors and branch personnel. This team addresses a wide array of inquiries regarding retirement products, contribution and distribution processes, as well as retirement-related taxation.
Key Responsibilities:
- Develop and nurture effective relationships to ensure exceptional service delivery to clients.
- Manage incoming inquiries from financial advisors and branch staff concerning 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 appropriate teams and escalate inquiries as necessary.
- Achieve team and departmental service objectives as defined by MSSN management.
Qualifications:
- Experience in retirement products is preferred but not mandatory.
- Possession of a current or past Series 7 license is advantageous but not essential.
- A Bachelor's degree is preferred.
Essential Skills:
- Strong attention to detail.
- Proficient in multitasking and effective time management.
- Ability to build and maintain positive client relationships.
- Creative problem-solving skills.
- Capability to identify and mitigate potential issues or challenging interactions.
- Excellent written and verbal communication skills, along with active listening abilities.
- A strong desire and capacity to learn quickly and apply knowledge across various scenarios.
Education:
A Bachelor's degree is preferred but not required.
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