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

Remote, USA 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 Jobs

Research Executive

Remote, USA Full-time

Franchise Owner Development Program (MBA Track)

Remote, USA Full-time

Senior Lead Software Engineer- Back-end Engine...

Remote, USA Full-time

Pharmacy Product Management - Analyst

Remote, USA Full-time

Insurance Defense Attorney

Remote, USA Full-time

Design Operations Coordinator

Remote, USA Full-time

[Remote] Data Annotator for AI Models - Italian in USA

Remote, USA Full-time

[Remote] Work From Home Client Acquisition (NO experience? Will Train!)

Remote, USA Full-time

Behavior Analyst (BCBA) - Hybrid

Remote, USA Full-time

Jr. Designer

Remote, USA Full-time

**Experienced Full Stack Customer Service Representative – Insurance Industry Expertise**

Remote, USA Full-time

Senior Commercial Appraisal Reviewer (Remote) (VA, MD, NC, SC, GA, PA ONLY)

Remote, USA Full-time

Regional Sales Engineer; Remote, Michigan

Remote, USA Full-time

**Part-time Customer Service Associate (100% Remote) - arenaflex, KY**

Remote, USA Full-time

Experienced Bilingual Spanish Customer Service Representative – Remote US Opportunity for Transforming Lives at arenaflex

Remote, USA Full-time

Experienced Full-Time and Part-Time Work at Home Customer Service Agent for Leading Customer Experience Provider arenaflex

Remote, USA Full-time

Experienced Remote Customer Service Representative – Airline Industry Expertise Required for arenaflex

Remote, USA Full-time

[Remote] Professional Sales Representative (Average $75K - $300K - Work From Home)

Remote, USA Full-time

Underwriter (5524)

Remote, USA Full-time

Experienced Remote Data Entry Clerk and Typist – Flexible Work from Home Opportunities with blithequark

Remote, USA Full-time
Back to Home