Retirement Services Support Specialist

3 weeks ago


South Jordan, Utah, United States Hired by Matrix Full time
About the Role

We are seeking a highly skilled and detail-oriented Retirement Services Support Specialist to join our team at Hired by Matrix, Inc.

Key Responsibilities
  • Establish and Maintain Client Relationships: Develop and maintain effective relationships with clients to deliver world-class service and support.
  • Handle Client Inquiries: Respond to incoming phone calls and emails from financial advisors and branch employees related to Retirement Services.
  • Utilize Resources and Tools: Leverage internal and external resources and tools to provide information and resolve issues related to Retirement Services.
  • Process Requests and Escalate Inquiries: Follow established procedures to route processing requests to the appropriate teams and escalate inquiries for further research.
  • Meet Service Goals: Meet team and department service goals as established by management.
Requirements
  • Education and Experience: Bachelor's degree or minimum 2 years of experience in the financial industry.
  • Attention to Detail: Possess strong attention to detail and ability to multitask and manage time effectively.
  • Communication and Problem-Solving Skills: Excellent communication and problem-solving skills, with the ability to establish and maintain positive client relationships.
  • Desire to Learn: Desire and ability to learn quickly and apply knowledge to various situations.
  • Experience with Retirement Products: Experience related to retirement products preferred, but not required.
  • Professional Certifications: Current or past Series 7 preferred, but not required.
About Hired by Matrix, Inc.

Hired by Matrix, Inc. is a global financial institution that has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. We offer our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. We are an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.



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