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Trainee Brokerage Service Representative Jobs (NOW HIRING)

Retirement Services Representative Location: Columbus, OH Duration: 12 Months Job Summary ... The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ...

The role of the Trainee Broker encompasses support for the broker desk during the daily trading ... Data Services • Generate, assist with and send out Link Crude Daily Report, End of Day and ...

New

Customer Service Representative - Trainee Location: Tualatin, OR (On-site) Job Type: Full-Time (8:00 AM - 5:00 PM) Salary: $35,000 - $45,000 / year About the Role Are you a customer-focused ...

The role of the Trainee Broker encompasses support for the broker desk during the daily trading ... Link Data Services Generate, assist with and send out Link Crude Daily Report, End of Day and ...

CSR Trainee

Milford, NE · On-site

$14.50 - $19.75/hr

  • PTO

Customer Service Representative Trainee Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have ...

Policy Service Rep Trainee

Peoria, IL · On-site

$33K - $34K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Policy Service Representative Trainee The Service Representative Trainee provides customer service through phone calls and incoming requests from our policyowners, agents or other customers under ...

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Retirement Services Representative

Amicis Global

Columbus, OH • On-site

$20 - $22/hr

Contractor

Re-posted 10 days ago


Job description

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:
  • Bachelor's 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.
  • Bachelor's degree preferred but not required.