Retirement Operations Support

The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** financial advisors and branch employees. The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Primary Responsibilities:

Establish and maintain effective relationships in order to deliver world class service to our clients. Handle incoming phone calls from financial advisors and branch employees related to Retirement Services. Utilize various internal and external resources and tools to provide information and resolve issues. Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. Meet team and department service goals as established by MSSN management.

Skills required:

Attention to detail Ability to multi-task and manage time effectively Ability to establish and maintain positive client relationships Ability to diagnose and solve problems creatively Ability to recognize and diffuse potential issues and/or difficult interactions Excellent communication (written and oral) and listening skills Desire and ability to learn quickly and apply knowledge to various situations

Bachelors degree or minimum 2 years financial industry experience Skills desired: Experience related to retirement products preferred, but not required Current or past Series 7 preferred, but not required Bachelor degree preferred

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

Applicant Consent:
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