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Retirement Services Support
Career Insights for Financial Services Representative
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Scorecard
Based on Utah data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$71,108 / year median in Utah
-3% projected decline
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