Retirement Plan Service Associate

Willenborg Wealth Management

Memphis, TN, US
Remote
Assisting internal associates and financial advisors
Researching and resolving moderately complex issues
Navigating complex service scenarios
Provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts

Job Summary

  • Provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts.
  • This position follows our hybrid-friendly schedule, with in-office days 3 per week averaging 12 days per month in Memphis, TN or Southfield, MI.
  • Mandatory overtime is required during the peak period from November to April, compensated at 1.5 times the regular hourly rate.

Matching Summary

Provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts.

Skills & Requirements

Must-have

  • Assisting internal associates and Financial Advisors
  • Researching and resolving moderately complex issues
  • Navigating complex service scenarios
  • Interpreting IRA and IRS knowledge
  • Operating call center software applications

Nice-to-have

  • Enhance the client experience
  • Collaborative mindset
  • Recommend process improvements
  • Positive customer experiences
  • Client-first values

Key Requirements

  • 13 months to 3 years general experience
  • High School (HS) diploma
  • Knowledge of IRA's and Retirement plans

Work Rights

Not specified

Tailored Resume

Cover Letter