Retirement Services Operations Specialist
lenmar consultingColumbus, OH
Retirement Services Operations Specialist
lenmar consultingColumbus, OH
8 days ago
Occupations
Personal Financial AdvisorsCustomer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Pension FundsPortfolio Management and Investment AdviceTelemarketing Bureaus and Other Contact CentersAbout the role
Lenmar Consulting Inc. in Columbus, OH, seeks a detail‑oriented Retirement Services Associate to support IRA and retirement product inquiries.
The team serves financial advisors and branch staff, handling retirement account procedures, distributions, and tax‑related questions; in‑office collaboration is required for the first 90 days. Ideal candidates will communicate clearly, manage competing priorities, and build positive client relationships.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Columbus, OH
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
8 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE