Retirement Plan Service Associate

1 day ago


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

As 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 degree of technical knowledge and problem-solving skills to resolve complex retirement plan-related issues.

Key Responsibilities
  • Respond to client inquiries and resolve issues in a timely and professional manner.
  • Process financial transactions accurately and efficiently, ensuring compliance with regulatory requirements.
  • Conduct audits to ensure transactions meet regulatory compliance.
  • Communicate with internal departments to resolve issues and provide support.
  • Participate in on-the-job training and continuous learning to stay up-to-date on retirement plan rules and regulations.
Requirements
  • High School diploma or equivalent with a minimum of two years of customer service experience.
  • Strong knowledge of retirement plans, including various legal documents.
  • Excellent problem-solving and analytical skills.
  • Ability to communicate effectively in writing and verbally.
  • Strong organizational and time management skills.
Guiding Behaviors

At Raymond James, we expect our associates to embody the following guiding behaviors:

  • Develop: Grow professionally and inspire others to do the same.
  • Collaborate: Work with and through others to achieve desired outcomes.
  • Decide: Make prompt, pragmatic choices and act with the client in mind.
  • Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
  • Improve: Contribute to the continuous evolution of the firm.


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