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Retirement Services Specialist

Job Type : Temp/Contract
Hours : Full Time
Travel : No
Relocation : No
Industry : Financial Services

Job Description :
The Retirement Services Specialist is a phone based role. Responsible for fielding calls from Advisors and Clients regarding retirement accounts including but limited to IRA's, Contributions, policy changes and inquires. May also be responsible for new enrollments. Must have prior experience working within Investment Services or Financial Services. Must have call center experience. 
Required Qualifications :

Must have prior experience working within Investment Services or Financial Services.


Must have call center experience. 


Must have excellent communication skills, written and verbal.


Must have strong time management and organization skills.


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