Amicis Global

52 Amicis Global Networking Jobs Hiring Near You

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 ...

Knowledge of desktop / laptop computers, network architecture, software applications, Active Directory. Effective planning and organization skills that support the Maintenance of the Desktop Asset ...

... networking with local providers, provide development and oversight to technicians and interns, as well as working closely with the pharmacy manager to ensure execution of daily functions and much ...

Solution Engineer

White Plains, NY · On-site

$70 - $75/hr

Knowledge of advanced network administration and security principles and practices related to architecture. * Advanced knowledge of most industry-standard solution engineering, application ...

Android Developer

Alpharetta, GA · On-site

$70 - $80/hr

Experience with RESTful APIs, networking, and asynchronous programming. Experience with unit testing and debugging tools. Experience with Git-based version control and collaborative development ...

Showing results 21-40

Retirement Services Representative

Amicis Global

Columbus, OH • On-site

$20 - $22/hr

Contractor

Posted 5 hours 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.