FAQs
What is the primary responsibility of the Lead Specialist in Retirement Service & Support?
The primary responsibility is to provide day-to-day support for Workplace Solutions & Advisory representatives, assisting with complex transactions and questions in the money movement process.
What qualifications are required for this position?
A Bachelor’s degree or an equivalent combination of education and professional work experience is required. If there is no degree, a minimum of four years of directly related experience is necessary.
Are there any specific certifications or registrations required?
Yes, FINRA SIE, Series 6 and 63 registrations are required within corporate-established timelines, along with FINRA Fingerprinting.
How many years of customer service experience are needed?
A minimum of three years of customer service experience, preferably in a financial service-related field, is required.
Is knowledge of retirement investment products necessary for this role?
Yes, a basic understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment is necessary.
What skills are important for this position?
Important skills include effective written and verbal communication, basic working knowledge of Microsoft Office Software, and the ability to resolve issues timely while managing multiple priorities.
Will I be providing training to new employees?
Yes, part of the responsibilities includes providing training to new employees and facilitating team trainings.
What type of work environment can I expect?
This job operates in a professional office environment and routinely uses standard office equipment.
Is there an expectation to work overnight hours?
Yes, the ability to work overnight hours is required for this position.
Does the company have a commitment to diversity and inclusion?
Yes, the company is an equal opportunity employer with a commitment to diversity, encouraging all individuals to apply regardless of personal characteristics.