Retirement Services Team Lead

2 days ago


Columbus, Ohio, United States ApTask Full time
About the Job:
This role offers an exciting opportunity to join our dynamic Retirement Services Team within the Service Network (MSSN). You will be responsible for providing IRA and retirement account support to financial advisors and branch employees. Your primary responsibilities will include establishing and maintaining effective relationships to deliver world-class service to clients, handling incoming phone calls, utilizing internal and external resources, and following established procedures to route processing requests to the appropriate teams and escalate inquiries for further research.

The ideal candidate will possess strong communication and problem-solving skills, with the ability to multi-task and manage time effectively. They will also have a keen attention to detail, ability to establish and maintain positive client relationships, and a desire to learn quickly and apply knowledge to various situations. This non-benefitted position includes subsidized insurance coverage for our employees.

The salary for this role is estimated at $20-$22.22 per hour, reflecting the industry standards and market rates for similar positions.
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