Please note: this is NOT a remote position- it is located in downtown Louisville, KY. Are you interested in a career path in the financial services arena? Do you enjoy providing excellent service to clients? Are you looking for a great entry level position that may lead to a career?


Service and Operations Specialist


RetireOne is the premier Outsourced Insurance Desk for Registered Investment Advisors in the country. We are searching for a Service and Operations Specialist (comparable to an Administrative Assistant) to help coordinate our Services and Operations Department and help support our partner advisory firms.


If you have the following qualifications, please submit your resume:

  • Background in customer service- do you take pride in helping others? Have you excelled in working in customer service for a year or more?

  • Extreme attention to detail- do you have the ability to find errors? Are you the person that seems misspelled words, missed check boxes, etc.?

  • Organized - are you hyper organized? Do you know how to file and sort? Could you find what you have been looking for the first time?

  • Reliable - get to work when scheduled, on time. We'd like to hire a reliable person that can become part of the incredible RetireOne team.

Your responsibilities would be:

  • Serve as primary point of contact providing superior service to investment advisors

  • Track the pipeline of service requests and provide proactive updates to investment advisors throughout the process

  • Collaborate with other team members to deliver timely and accurate information in response to inquiries and/or service issues

  • Research and respond to client issues related to applications, forms, and various other areas of product knowledge and support

  • Review information for accuracy and completeness according to company standards and work with financial advisors to resolve open information requests

TogetHR Consulting is conducting the prescreen interviews and will reach out to all qualified candidates.


This position will begin in the office with the possibility of moving into a hybrid role- 3 days in office, 2 days at home.


You may also apply directly through RetireOne at: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=d79d63b0-2870-422d-8628-bd23474d8769&ccId=19000101_000001&jobId=542320&lang=en_US


Thank you.

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