Retirement Account Support Specialist

1 week ago


Columbus, Ohio, United States US Tech Solutions, Inc. Full time

Position Overview:

This role is a long-term contract opportunity within the Retirement Services Team at US Tech Solutions, Inc. The team is dedicated to providing comprehensive support for IRA and retirement accounts, ensuring that financial advisors and branch personnel receive exceptional assistance.

Key Responsibilities:

  • Develop and nurture strong relationships to ensure top-tier service delivery to clients.
  • Manage incoming inquiries from financial advisors and branch staff regarding retirement services.
  • Leverage a variety of 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 escalating inquiries as necessary.
  • Achieve team and departmental service objectives as set by management.

Qualifications:

  • Experience in retirement products is advantageous, though not mandatory.
  • Possession of a Series 7 license is preferred but not essential.
  • A bachelor's degree is preferred.

Essential Skills:

  • Strong attention to detail.
  • Ability to manage multiple tasks and prioritize effectively.
  • Capability to build and maintain positive relationships with clients.
  • Creative problem-solving skills.
  • Proficiency in recognizing and addressing potential issues and challenging interactions.
  • Excellent verbal and written communication skills.
  • A strong desire and ability to learn quickly and apply knowledge in various contexts.
  • A bachelor's degree or a minimum of two years of experience in the financial sector is preferred.

Education:

Bachelor's degree is preferred but not required.



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