Operations/Support Associate - Financial Services - Grow With Us! (#16351535)

Remote Full-time
Madison Trust Company is ranked as one of the best places to work in New Jersey, and they are seeking an Operations/Support Associate to join their Self Directed IRA client support team. The role focuses on providing exceptional client support and ensuring a smooth process for clients while gaining exposure to operational, compliance, and customer support functions in the financial services sector. 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 Skills A can do attitude and a strong interest professional growth Highly organized with the ability to multitask and track multiple workflows simultaneously A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset Background in customer support, financial / banking services a plus Bachelors degree in a related field a plus though definitely not a requirement Benefits 401(k) 401(k) matching Flexible spending account Health insurance Paid time off Company Overview Madison Trust Company is an investment custodian that offers accounting, audit, IRA representation, financial and risk management services. It was founded in 2009, and is headquartered in Sioux Falls, South Dakota, USA, with a workforce of 11-50 employees. Its website is
Apply Now

Similar Opportunities

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote Full-time

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote Full-time

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote Full-time

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote Full-time

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote Full-time

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote Full-time

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote Full-time

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote Full-time

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote Full-time

USPS Office Helper

Remote Full-time

M&A and Client Success Advisor

Remote Full-time

**Experienced Customer Service Associate – Delivering Exceptional arenaflex Customer Experiences**

Remote Full-time

Senior Manager, Production Support - Capital On...

Remote Full-time

Non-Clinical Information Technology Analyst - Healthcare Technology Sector - EPIC Systems Expertise

Remote Full-time

Entry-Level Data Entry Specialist – Remote Work Opportunity with Flexible Hours and Comprehensive Training at arenaflex

Remote Full-time

**Remote Graveyard Shift Inbound Customer Service Agent – blithequark**

Remote Full-time

Functional Consultant; Manufacturing​/A&D​/ERP​/CRM

Remote Full-time

Experienced Ophthalmology Billing Manager – Remote Opportunity for a Seasoned Professional in Medical Billing and Revenue Cycle Management

Remote Full-time

Clinical Solution Consultant- Pharmacist, Pac North

Remote Full-time

Remote Sales Client Representative (Entry Level, No Experience Needed)

Remote Full-time
← Back to Home