Retirement Services Expert

4 weeks ago


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

**Job Summary:**

We are seeking a highly skilled Retirement Plan Service Associate to join our team. In this role, you will utilize your expertise in retirement plans to provide exceptional customer service and support to branch personnel. Your strong problem-solving skills and attention to detail will enable you to accurately diagnose issues and provide client-driven solutions.

**Key Responsibilities:**

  • Analyze and resolve complex retirement plan-related issues for branch callers.
  • Process financial transactions with precision and accuracy.
  • Maintain knowledge of retirement plan rules and regulations through ongoing training and development.
  • Collaborate with internal departments to resolve issues and improve processes.

**Requirements:**

  • A high school diploma or equivalent is required.
  • Minimum 2 years of customer service experience, preferably in a call center environment.
  • Strong knowledge of Microsoft Office applications, particularly Word, Access, Excel, and Outlook.

**Estimated Salary:** $65,000 - $75,000 per year, depending on location and experience. Our team members enjoy a competitive compensation package, including benefits and opportunities for professional growth.

**Location:** Memphis, TN, or Southfield, MI. This role offers flexibility with a hybrid-friendly work environment, allowing you to balance work and personal life effectively.


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