Retirement Plan Service Associate | 10:30am-7pm
3.
8 Memphis, TN Memphis, TN Full-time Full-time Estimated:
$38K - $48.
1K a year Estimated:
$38K - $48.
1K a year 4 days ago 4 days ago 4 days ago Retirement Plan Service Associate 10:
30am-7pm-2400347 Description Hybrid Work Environment:
40% in-office and up to 60% work-from-home, if desired.
Must live within commutable distance from our home office.
Shift Hours:
10:
30am-7pm (with potential to switch to 8:
30am-5pm in the future) Training Hours:
8:
30am-5pm (typically about 3 months) Overtime:
Mandatory overtime is expected during high-peak times (typically November until April).
You will be compensated for overtime hours worked at the overtime rate of 1.
5 times the regular hourly rate.
Job
Summary:
Under general supervision, associate uses skills gained through experience and on-the-job training to answer retirement plan related phone calls from branch personnel in a call center environment.
Associate will provide a high degree of customer service through education to branch callers.
Associate will also serve as a specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in client accounts.
Essential Duties and
Responsibilities:
Answers and responds to phone and email inquiries regarding issues.
Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
Interprets rules and regulations by applying retirement plan knowledge.
Processes financial transactions accurately.
Conducts audits of account activity to ensure transactions meet regulatory compliance.
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
Communicates, researches and resolves issues with other internal departments.
Supports a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures.
Provides support as well as assists in on-the-job training of new associates.
Reviews daily reports of individual productivity to evaluate personal performance.
Performs other duties and responsibilities as assigned.
Qualifications Knowledge, Skills, and Abilities:
Knowledge of:
Retirement plans including various legal documents General office practices and procedures.
Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails.
Skill in:
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.
Operating call center software applications.
Ability to:
Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
Acquire and maintain new knowledge in an ever changing regulatory environment.
Take an active part in the training and development of new associates.
Effectively gather relevant information and identify key issues.
Provide a high level of customer service in a fast paced call center environment.
Research and resolve problems in a timely manner.
Give attention to detail.
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 Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At 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-FL-St.
Petersburg-Saint Petersburg Other Locations US-TN-Memphis-Memphis, US-MI-Southfield-Southfield Organization Operations & Administration Schedule Full-time Shift Day Job Travel No Eligible for Discretionary Bonus Yes #LI-CA1.
Estimated Salary: $20 to $28 per hour based on qualifications.
8 Memphis, TN Memphis, TN Full-time Full-time Estimated:
$38K - $48.
1K a year Estimated:
$38K - $48.
1K a year 4 days ago 4 days ago 4 days ago Retirement Plan Service Associate 10:
30am-7pm-2400347 Description Hybrid Work Environment:
40% in-office and up to 60% work-from-home, if desired.
Must live within commutable distance from our home office.
Shift Hours:
10:
30am-7pm (with potential to switch to 8:
30am-5pm in the future) Training Hours:
8:
30am-5pm (typically about 3 months) Overtime:
Mandatory overtime is expected during high-peak times (typically November until April).
You will be compensated for overtime hours worked at the overtime rate of 1.
5 times the regular hourly rate.
Job
Summary:
Under general supervision, associate uses skills gained through experience and on-the-job training to answer retirement plan related phone calls from branch personnel in a call center environment.
Associate will provide a high degree of customer service through education to branch callers.
Associate will also serve as a specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in client accounts.
Essential Duties and
Responsibilities:
Answers and responds to phone and email inquiries regarding issues.
Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
Interprets rules and regulations by applying retirement plan knowledge.
Processes financial transactions accurately.
Conducts audits of account activity to ensure transactions meet regulatory compliance.
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
Communicates, researches and resolves issues with other internal departments.
Supports a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures.
Provides support as well as assists in on-the-job training of new associates.
Reviews daily reports of individual productivity to evaluate personal performance.
Performs other duties and responsibilities as assigned.
Qualifications Knowledge, Skills, and Abilities:
Knowledge of:
Retirement plans including various legal documents General office practices and procedures.
Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails.
Skill in:
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.
Operating call center software applications.
Ability to:
Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
Acquire and maintain new knowledge in an ever changing regulatory environment.
Take an active part in the training and development of new associates.
Effectively gather relevant information and identify key issues.
Provide a high level of customer service in a fast paced call center environment.
Research and resolve problems in a timely manner.
Give attention to detail.
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 Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At 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-FL-St.
Petersburg-Saint Petersburg Other Locations US-TN-Memphis-Memphis, US-MI-Southfield-Southfield Organization Operations & Administration Schedule Full-time Shift Day Job Travel No Eligible for Discretionary Bonus Yes #LI-CA1.
Estimated Salary: $20 to $28 per hour based on qualifications.
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