Operations Support Level 2

Description

Client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success.

Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm.

We encourage our employees to act with integrity, while leading with exceptional ideas.

Client can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Our DNA, our culture and our history are rooted in serving our clients.

Team Profile:

The Retirement Services Team within the Client Service Network provides IRA and retirement account support to Client 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 Client 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.

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.

Client is an equal opportunities employer.

We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Education: High School