Retirement Plan Service Associate

Raymond James

Memphis, TN, US
Remote
Researching and resolving moderately complex issues
Frequent interaction with internal stakeholders
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, requiring 3 in-office days per week in Memphis, TN or Southfield, MI.
  • Comprehensive training is provided for approximately three months, with full-time in-office attendance required for the first 60 days.

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

  • Researching and resolving moderately complex issues
  • Frequent interaction with internal stakeholders
  • Navigating complex service scenarios
  • Operating call center software applications
  • Understanding and effective use of standard office equipment and standard software packages

Nice-to-have

  • Enhance the client experience
  • Collaborative mindset
  • Recommend process improvements
  • Client-driven solutions
  • Positive customer experiences

Key Requirements

  • 13 months to 3 years General Experience
  • High School (HS) Diploma
  • Knowledge of IRAs and Retirement plans

Work Rights

Not specified

Tailored Resume

Cover Letter