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 https://www.madisontrust.com.
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