Operational Support Specialist

3 weeks ago


Louisville, Kentucky, United States Retireone, Inc. Full time

**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:

  1. Provide operational support to investment advisors and their clients.
  2. Manage client requests through effective communication and collaboration.
  3. Research and respond to client inquiries related to applications, forms, and product knowledge.
  4. Review information for accuracy and completeness according to company standards.
  5. 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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