Retirement Plan Service Associate

Chartwell Investment Partners

Memphis, TN, US
Base salary or wages; + compensation may include d...
Hybrid
Ira and irs regulatory knowledge
Hybrid work schedule with 3 days in office
Mandatory overtime november to april
This role provides high-quality support by assisting Financial Advisors with escalated inquiries related to retirement plan accounts

Job Summary

  • This role provides high-quality support by assisting Financial Advisors with escalated inquiries related to retirement plan accounts.
  • Candidates must possess knowledge of IRA regulations and IRS rules to accurately diagnose issues and provide compliant solutions.
  • The position offers a hybrid work environment with mandatory overtime during peak periods from November to April.

Matching Summary

This role provides high-quality support by assisting Financial Advisors with escalated inquiries related to retirement plan accounts.

Salary

Base salary or wages; Additional compensation may include discretionary bonuses or commissions; Eligible for benefits package including medical, dental, vision, life insurance, and paid time off

Skills & Requirements

Must-have

  • IRA and IRS regulatory knowledge
  • Hybrid work schedule with 3 days in office
  • Mandatory overtime November to April
  • Full-time training for first 60 days
  • High school diploma required

Nice-to-have

  • Strong problem-solving and critical thinking skills
  • Experience with call center software applications
  • Ability to navigate complex service scenarios
  • Collaborative mindset for internal stakeholders
  • Process improvement recommendations

Key Requirements

  • High School Diploma (Required)
  • 13 months to 3 years of general experience
  • Knowledge of IRA and Retirement plans
  • Willingness to work full-time in office for first 60 days

Work Rights

Not specified

Tailored Resume

Cover Letter