Operational Support Specialist
3 weeks ago
**About the Position:**
We are seeking an experienced Operational Support Specialist to join our team at RetireOne, Inc.
This role involves providing operational support to our partner advisory firms and their clients.
Responsibilities:
- Provide operational support to investment advisors and their clients.
- Manage client requests through effective communication and collaboration.
- Research and respond to client inquiries related to applications, forms, and product knowledge.
- Review information for accuracy and completeness according to company standards.
- Prioritize and escalate emails and phone calls as needed.
Requirements:
- Some customer service experience preferred.
- Strong communication and problem-solving skills.
- Able to work in a structured environment during specified hours.
- High attention to detail and ability to manage transactional work.
- Proven passion for helping others and building strong relationships.
Salary Range:**
$37,500 to $48,000 depending on experience.
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