Retirement Plan Service Associate

Chartwell Investment Partners

Memphis, TN, US
Remote
Ira and irs knowledge
Customer service activities
Data entry and transaction processing
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.
  • Research and resolve moderately complex issues, offering thoughtful and effective solutions that enhance the client experience.
  • 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.

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

  • IRA and IRS knowledge
  • Customer service activities
  • Data entry and transaction processing
  • Maintain files and records
  • Follow mandatory procedures
  • Develop procedural or technical skills

Nice-to-have

  • Collaborative mindset
  • Client-focused environment
  • Process improvement recommendations
  • Positive customer experiences

Key Requirements

  • 13 months to 3 years general experience
  • High School (HS) education

Work Rights

Not specified

Tailored Resume

Cover Letter