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Retirement Account Support Specialist

2 months ago

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

Contract Duration: 12+ months

Position Overview:

The Retirement Services division within MSSN is dedicated to offering comprehensive support for IRA and retirement accounts to financial advisors and branch personnel. This team addresses a wide range of inquiries concerning retirement products, contribution and distribution protocols, as well as retirement taxation.

Key Responsibilities:

  • Develop and sustain effective relationships to ensure exceptional service delivery to clients.
  • Manage incoming inquiries from financial advisors and branch staff regarding Retirement Services.
  • Leverage various internal and external resources to provide accurate information and resolve client issues.
  • Adhere to established protocols for routing processing requests to relevant teams and escalating inquiries as necessary.
  • Achieve team and departmental service objectives as outlined by MSSN management.

Qualifications:

  • Experience with retirement products is advantageous, though not mandatory.
  • Possession of a current or previous Series 7 license is preferred, but not essential.
  • A Bachelor's degree is desirable.

Essential Skills:

  • Meticulous attention to detail.
  • Proficient in multitasking and effective time management.
  • Ability to cultivate and maintain positive client relationships.
  • Creative problem-solving skills.
  • Capability to identify and mitigate potential issues and challenging interactions.
  • Outstanding communication (both written and verbal) and listening abilities.
  • Strong desire and aptitude for rapid learning and application of knowledge in various contexts.

Education:

A Bachelor's degree is preferred, but not required.