401K Plans Representative

Columbus, NE - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Title: Retirement Services Representative
Location: Columbus OH

Duration: 12 Months

Job Summary:

The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage 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 by Brokerage Service Network (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

Education:

Bachelors degree or minimum 2 years of financial industry experience.

Skills desired:

Experience related to retirement products is preferred but not required.
Current or past Series 7 preferred but not required.
Bachelors degree preferred but not required.

Title: Retirement Services Representative Location: Columbus OH Duration: 12 Months Job Summary: The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees. The team respo...