Retirement Operations Analyst

About the role

The Retirement Services Team within the Service Network (MSSN) provides IRA and retirement account support to financial advisors and branch employees. The team handles inquiries related to retirement accounts, contribution and distribution procedures, and retirement tax, delivering high‑level service across multiple systems, policies, and procedures. New hires are required to work in the office every day for the first 90 days.

Primary Responsibilities

• Establish and maintain effective relationships to deliver world‑class service to 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 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 written and oral communication and listening skills.
• Desire and ability to learn quickly and apply knowledge to various situations.

Skills Desired

• Experience related to retirement products (preferred, not required).
• Current or past Series 7 license (preferred, not required).
• Bachelor’s degree (preferred).

Qualifications

• Bachelor’s degree or a minimum of two years of financial industry experience.

Pay

Rate: $24 per hour (W‑2), no benefits.