Finance
Retirement Services requires all new hires to be in the office every day for the first 90 days.
The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** 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.
-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
-Bachelors degree or minimum 2 years financial industry experience
-Experience related to retirement products preferred, but not required
-Current or past Series 7 preferred, but not required
-Bachelor degree preferred
All your information will be kept confidential according to EEO guidelines.
Established in 1998, Lenmar’s Professional Services (Contingent/SOW Staffing & Managed Services) provides highly-skilled financial services professionals (contract/contract-to-hire/permanent) and helps clients to keep or bring back challenging projects in-house by bridging the technology and domain skills gap. Our resources with extensive Banking, Financial Services & Insurance (BFSI) market, products and technical knowledge help clients innovate and expedite the process of offering product and services offerings to the market.
Lenmar’s IT consulting services help BFSI firms boost and streamline compliance, mitigate risk, and gain competitive advantage. As a strategic consulting partner, we help clients within the Financial Sector embark on a successful Digital Transformation journey by guiding them through the emergence of disruptive technologies like Artificial Intelligence (AI), the Internet of Things (IoT), the Cloud, and Blockchain.
