Retirement Services Associate
Retirement Services Associate
Posted on :
29-08-2025
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1 Vacancy
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Job Description
Job Title: Retirement Services Associate
Location: Columbus OH 43219
Duration: 12 Months
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
#CareerBuilder #Monster #Dice #Indeed #LinkedIn
Employment Type
Full-time
Key Skills
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