Client Service Representative-Retirement Operations

About the role

Retirement Services requires all new hires to be in the office every day for the first 90 days. The Retirement Services Team within the the client Service Network (MSSN) provides IRA and retirement account support to the client 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. Primary Responsibilities:

• Establish and maintain effective relationships in order to deliver world class service to our 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 communication (written and oral) and listening skills
• Desire and ability to learn quickly and apply knowledge to various situations
• Bachelor's 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

About operations at ApTask

Operations roles at ApTask cover program management, PMO, business analysis, transformation, and change-management positions across enterprise clients. We place operators who translate strategy into delivery — PMPs, Scrum Masters, agile coaches, Six Sigma black belts, and change-management practitioners certified in Prosci or the client's preferred framework. Candidates are validated against the specific enterprise tooling the client runs (ServiceNow, Jira Portfolio, Clarity, Planview) and their prior track record in comparable-scale programs, not generic delivery experience.