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Financial Services Sales Agent
South Jordan, UT

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Hired by Matrix, Inc.

Retirement Services Support

Job Description

Retirement Services Support#26-09478

$24 per hour

South Jordan, UT

Onsite Job Description

At-a-Glance:

Are you ready to build your career by joining a global financial institution? If so, our client is hiring Retirement Services Support.

Position Type:

Contract

On-Site

Required:

Bachelor's degree or minimum 2 years of financial industry experience

Attention to detail

Ability to multi-task and manage time effectively

Establish and maintain positive client relationships

Diagnose and solve problems creatively

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

Local candidate able to work onsite for the first 90 days

Experience handling customer inquiries, phone support, and account-related requests

Strong communication, problem-solving, multitasking, and customer service skills

Preferred:

Experience related to retirement products

Current or past Series 7

Financial services, banking, client service, or operations experience

Retirement accounts, IRAs, wealth management, or brokerage experience

Demonstrated employment stability and a record of successfully completing prior assignments

Responsibilities:

Provide IRA and retirement account support to financial advisors and branch employees

Respond to inquiries related to retirement accounts, products, contribution and distribution procedures, and retirement tax

Deliver high-level service supporting a wide range of systems, policies, and procedures

Establish and maintain effective relationships to deliver world-class service to clients

Handle incoming phone calls related to Retirement Services

Utilize internal and external resources and tools to provide information and resolve issues

Follow procedures to route processing requests to appropriate teams and escalate inquiries for further research

Meet team and department service goals as established by management

Get in

Touch:

If you think you'd be a good match, submit your resume and reach out to Bharat at 862-658-6248 to learn more. #LI-VK1

#HbM6349

Benefits

  • Dental Insurance