Specialist, Retirement Distribution Operations

About the role

Retirement Distribution Operations strives to set the standard in the industry for operational excellence. Our team consists of subject matter experts on our retirement products, and we are focused on delivering world class experiences for clients by delivering service “Through the Client’s Eyes”. We believe your future should be up to you and we are prepared to provide guidance during your career to maximize and support your professional growth.

What you have

• Extensive customer service experience with a passion for service and strong interpersonal skills.
• Prior retirement experience is preferred.
• Desire to complement and contribute to a strong culture.
• Ability and desire to become a subject matter expert on our retirement product offering for the firm including learning about IRS rules and regulations and how they can impact our clients.
• Strong written and verbal communication skills.
• Ability to analyze client and advisor requests and resolve according to set procedures.
• Ability to operate effectively in a hybrid (processing and hotlines) environment.
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
• Well-developed organizational, time management, prioritization, and analytical skills.
• Experience working in fast paced service centric environment.
• Desire to pursue industry licensing such as the Series 7/63

What’s in it for you

• Competitive benefits package including 401(k) with company match and Employee stock purchase plan.
• Paid time off, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.