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.
 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
-Bachelors degree or 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
-Bachelor degree preferred