Support/Operations Associate - Financial Services - Grow With Us! #13866026 Job at Madison Trust Company
We are looking for someone with smarts, a client service mindset and a can do attitude and a strong interest in professional growth to join and grow with our highly rated team.
We're ranked as one of the best places to work in New Jersey and maintain a superb work and group culture.
We are the number one rated Self Directed IRA Custodian in the country largely due to the superb client support and direction we provide.
We are seeking a Support Associate to join - and grow with - our Self Directed IRA client support team. You will ensure a smooth process for our clients and provide white glove client support. You will garner exposure to the operational, compliance and customer support functions of a growing financial services firm.
Responsibilities
- Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
- Conduct timely follow up with clients and guide them in the transfer and funding process.
- Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
- Answer and direct incoming client inquiries and direct them to the appropriate department.
Requirements
- A can do attitude and a strong interest professional growth.
- Highly organized with the ability to multitask and track multiple workflows simultaneously.
- Background in customer support, financial / banking services a plus.
- A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset
- Bachelors degree in a related field a plus though definitely not a requirement.
Job Type: Full-time
Pay: $42,000.00 - $54,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible spending account
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: One location
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