Retirement Plan Service Associate | 10:30am-7pm
Raymond James Financial
This job is no longer accepting applications
See open jobs at Raymond James Financial.See open jobs similar to "Retirement Plan Service Associate | 10:30am-7pm" The Center - Memphis.Description
This position will follow our hybrid work model. We expect the selected candidate to work 2-3 days a week at one of our corporate offices in St. Petersburg, FL, Memphis, TN, or Southfield, MI.
Shift Hours: Your initial working hours will be from 10:30 AM to 7:00 PM. Based on performance and operational needs, you may be able to shift to an earlier schedule of 8:30 AM to 5:00 PM in the future.
Training Hours: Training is comprehensive and will take place from 8:30 AM to 5:00 PM, lasting approximately three months. This will prepare you thoroughly for your role.
Overtime: During our peak period from November to April, mandatory overtime is required. You will receive compensation at a rate of 1.5 times your regular hourly rate for any overtime hours worked.
Job Summary:
Under general supervision, associate uses skills gained through experience and on-the-job training to answer retirement plan related phone calls from branch personnel in a call center environment. Associate will provide a high degree of customer service through education to branch callers. Associate will also serve as a specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in client accounts.
Essential Duties and Responsibilities:
• Answers and responds to phone and email inquiries regarding issues.
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
• Interprets rules and regulations by applying retirement plan knowledge.
• Processes financial transactions accurately.
• Conducts audits of account activity to ensure transactions meet regulatory compliance.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.
• Supports a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures.
• Provides support as well as assists in on-the-job training of new associates.
• Reviews daily reports of individual productivity to evaluate personal performance.
• Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
• Retirement plans including various legal documents
• General office practices and procedures.
• Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails.
Skill in:
• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.
• Operating call center software applications.
Ability to:
• Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
• Acquire and maintain new knowledge in an ever changing regulatory environment.
• Take an active part in the training and development of new associates.
• Effectively gather relevant information and identify key issues.
• Provide a high level of customer service in a fast paced call center environment.
• Research and resolve problems in a timely manner.
• Give attention to detail.
Educational/Previous Experience Requirements:
• High School diploma or equivalent with a minimum of two (2) years of customer service experience.
~or~
• Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
• None Required.
Job
OperationsPrimary Location
US-FL-St. Petersburg-Saint PetersburgOther Locations
US-TN-Memphis-Memphis, US-MI-Southfield-Southfield, United StatesOrganization
Operations & AdministrationSchedule
Full-timeShift
Day JobTravel
NoThis job is no longer accepting applications
See open jobs at Raymond James Financial.See open jobs similar to "Retirement Plan Service Associate | 10:30am-7pm" The Center - Memphis.