- SALARY:NONE
- Memphis, Tennessee
Memphis, Tennessee
Retirement Plan Service Associate | 1030 am-700 pm-2401161
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 1030 AM to 700 PM. Based on performance and operational needs, you may be able to shift to an earlier schedule of 830 AM to 500 PM in the future.
Training Hours
Training is comprehensive and will take place from 830 AM to 500 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
As a Retirement Plan Service Associate, youll play a crucial role in our vibrant call center environment, helping branch personnel navigate retirement plan queries with expertise and ease.
In this role, youll leverage your learned skills and on-the-job training to provide top-notch customer service. Youll educate and assist branch callers, ensuring they receive comprehensive support and guidance. Additionally, youll take on the role of a specialist for complex financial transactions, evaluating, approving, and executing critical retirement operations in client accounts.
Essential Duties and Responsibilities
- Promptly answer phone and email inquiries to address client issues.
- Accurately diagnose problems and offer solutions that comply with IRS regulations.
- Apply your understanding of rules and regulations to interpret retirement plan details effectively.
- Process financial transactions with precision.
- Conduct thorough audits of account activities to ensure they meet regulatory standards.
- Review client requests for corrections and advise branch personnel on the appropriate actions.
- Stay updated on retirement plan rules and regulations through internal and external resources and continuous training.
- Work with other internal departments to research and resolve issues.
- Contribute to an environment of continuous improvement by providing regular feedback on processes and procedures to the leadership team.
- Assist in the on-the-job training of new associates, providing support and guidance.
- Monitor daily reports of individual productivity to assess personal performance.
- Perform other duties as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Familiarity with various legal documents related to retirement plans.
- Understanding of general office practices and procedures.
- Proficient in Microsoft Office Suite, including Word for document creation, Excel for spreadsheets, Access for database management, and Outlook for email communications.
Skill in
- Strong ability to prioritize workload, manage multiple tasks, and meet deadlines effectively.
- Capable of assessing client issues and providing accurate resolutions.
- Skilled in operating specialized call center software applications.
Ability to
- Communicate complex regulations clearly and effectively, both orally and in writing.
- Acquire and maintain knowledge in a constantly changing regulatory environment.
- Actively participate in the training and development of new associates.
- Efficiently gather relevant information and identify critical issues.
- Provide exceptional customer service in a fast-paced call center environment.
- Research and resolve issues promptly and effectively.
- Maintain high accuracy and attention to detail in all tasks.
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.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Operations
Primary Location
US-TN-Memphis-Memphis
Other Locations
US-MI-Southfield-Southfield
Organization
Operations & Administration
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-DR1