Retirement Plan Service Associate | Memphis, TN

2 months ago

Southfield, United States Raymond James Financial Incorporated Full time

This position will follow our hybrid work model. We expect the selected candidate to work 2-3 days a week at one of our corporate offices in St. Petersburg, FL, Memphis, TN, or Southfield, MI.

Shift Hours: Your initial working hours will be from 10:30 AM to 7:00 PM. Based on performance and operational needs, you may be able to shift to an earlier schedule of 8:30 AM to 5:00 PM in the future.

Training Hours: Training is comprehensive and will take place from 8:30 AM to 5:00 PM, lasting approximately three months. This will prepare you thoroughly for your role.

Overtime: During our peak period from November to April, mandatory overtime is required. You will receive compensation at a rate of 1.5 times your regular hourly rate for any overtime hours worked.

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 document

•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 analysissufficient 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 outcome

•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

  • Retirement Plan Service Associate | Memphis, TN

    4 weeks ago

    Southfield, United States Raymond James Full time

    Description This position will follow our hybrid work model. We expect the selected candidate to work 2-3 days a week at one of our corporate offices in St. Petersburg, FL, Memphis, TN, or Southfield, MI. Shift Hours: Your initial working hours will be from 10:30 AM to 7:00 PM. Based on performance and operational needs, you may be able to shift to an...

  • Retirement Plan Service Associate

    4 weeks ago

    Southfield, Michigan, United States Raymond James Financial Incorporated Full time

    Job SummaryAs a Retirement Plan Service Associate at Raymond James Financial Incorporated, you will play a critical role in providing exceptional customer service to our clients. This position requires a high level of expertise in retirement plans, including various legal documents, and the ability to communicate complex regulations in a clear and effective...

  • Retirement Plan Services Associate

    2 weeks ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services AssociateJob Location: Southfield, MI-48033Job Duration: 6 months contractWork Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pmPay rate: $22.50 per hour There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 Weeks of Training on-site and...

  • Retirement Plan Service Associate

    2 months ago

    Southfield, Michigan, United States Raymond James Financial Incorporated Full time

    Job SummaryThis role will follow our hybrid work model, requiring the selected candidate to work 2-3 days a week at one of our corporate offices in various locations. The initial working hours will be from 10:30 AM to 7:00 PM, with the possibility of shifting to an earlier schedule of 8:30 AM to 5:00 PM based on performance and operational needs.Key...

  • Retirement Plan Services Associate

    2 weeks ago

    Southfield, United States Revolution Technologies Full time

    Contract to hire (there is strong potential for full-time conversion depending on attendance and performance)Job Title: Retirement Plan Services AssociatePay: $22.50 per hour, full-time hours, health benefitsMust pass the an alpha-numeric data entry assessment8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training RJ will...

  • Retirement Plan Services Associate

    2 weeks ago

    Southfield, United States Revolution Technologies Full time

    Contract to hire (there is strong potential for full-time conversion depending on attendance and performance)Job Title: Retirement Plan Services AssociatePay: $22.50 per hour, full-time hours, health benefitsMust pass the an alpha-numeric data entry assessment8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training RJ will...

  • Retirement Plan Services Associate

    2 weeks ago

    Southfield, Michigan, United States Revolution Technologies Full time

    Job SummaryThis role is responsible for supporting the Retirement Plan Services department with Raymond James. The majority of the time will be spent processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates.Key ResponsibilitiesAnswers and responds to email inquiries regarding issuesProcesses...

  • Customer Service Representative

    2 weeks ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services AssociateJob Location: Southfield, MI-48033Job Duration: 6 months contractWork Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pmThere is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2...

  • Customer Service Representative

    1 week ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services Associate Job Location: Southfield, MI-48033 Job Duration: 6 months contract Work Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pm There is potential for full-time conversion depending on the workers attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days...

  • Customer Service Representative

    2 weeks ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services Associate Job Location: Southfield, MI-48033 Job Duration: 6 months contract Work Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pm There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days...

  • Tax Planning and Compliance Specialist

    4 weeks ago

    Southfield, Michigan, United States Grant Thornton Full time

    About the RoleWe are seeking a highly skilled Tax Planning and Compliance Specialist to join our team at Grant Thornton. As a key member of our Income and Franchise Tax team, you will be responsible for delivering a full range of tax planning, consulting, and compliance services to our clients.Key ResponsibilitiesRun client engagements from start to finish,...

  • Associate Attorney

    3 weeks ago

    Southfield, Michigan, United States Insight Global Full time

    Job Title: Associate AttorneyJoin our team as an Associate Attorney and contribute to our mission of providing exceptional legal services to our clients.About the RoleWe are seeking a highly skilled and experienced Associate Attorney to join our team. As an Associate Attorney, you will be responsible for handling a full case load of divorce and family law...

  • Veterinary Client Service Coordinator

    3 weeks ago

    Southfield, Michigan, United States BluePearl Full time

    Join Our Team as a Client Service CoordinatorWe are seeking a compassionate and skilled Client Service Coordinator to join our team at BluePearl Pet Hospital in Southfield, MI. As a Client Service Coordinator, you will be the first point of contact for our clients and will play a critical role in ensuring their experience is exceptional.Key...

  • Financial Center Manager Associate- Bench

    2 weeks ago

    Southfield, Michigan, United States Fifth Third Bank, N.A. Full time

    Join Our Team as a Financial Center Manager AssociateWe are seeking a highly motivated and results-driven individual to join our team as a Financial Center Manager Associate. As a key member of our leadership team, you will be responsible for developing and implementing strategies to drive business growth and improve customer satisfaction.Key...

  • Tax Planning Specialist

    2 weeks ago

    Southfield, Michigan, United States Hantz Group Full time

    Job OverviewHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our tax planning department, you will work closely with financial advisors to develop comprehensive tax strategies for our clients.Key ResponsibilitiesAnalyze tax liability and develop strategies to minimize...

  • Veterinary Client Service Coordinator

    3 weeks ago

    Southfield, Michigan, United States BluePearl Full time

    Join Our Team as a Client Service CoordinatorWe are seeking a compassionate and skilled Client Service Coordinator to join our team at BluePearl Pet Hospital in Southfield, MI. As a Client Service Coordinator, you will be the first point of contact for our clients and will play a critical role in ensuring their experience is exceptional.Key...

  • Financial Services Director

    1 month ago

    Southfield, Michigan, United States Brookdale Southfield Full time

    Director of Financial ServicesBrookdale Southfield is seeking a highly skilled and experienced Director of Financial Services to join our team. As a key member of our leadership team, you will be responsible for overseeing the financial operations of our community, ensuring compliance with regulatory requirements, and driving business...

  • Federal Tax Senior Associate

    4 weeks ago

    Southfield, Michigan, United States Baker Tilly US, LLP Full time

    Join Baker Tilly US, LLP as a Federal Tax Senior AssociateBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. As a Federal Tax Senior Associate, you will be a valued business advisor...

  • Cafe Associate

    3 weeks ago

    Southfield, Michigan, United States Walmart Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Cafe Associate to join our team at Sam's Club. As a Cafe Associate, you will be responsible for preparing and serving food and beverages to our members, while providing exceptional customer service and maintaining a clean and safe environment.Key ResponsibilitiesPrepare and serve food and...

  • Customer Service Representative

    3 weeks ago

    Southfield, Michigan, United States MSC Industrial Direct Full time

    Job Title: Customer Care RepresentativeAt MSC Industrial Supply Co., we are seeking a highly skilled and customer-focused individual to join our team as a Customer Care Representative. This role is responsible for delivering exceptional customer experiences through various inbound interaction types, including phone calls and emails.Key...