Plan Associate Specialist

3 weeks ago


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

**About the Role:**

As a Retirement Plan Service Associate at Raymond James Financial Incorporated, you will play a vital role in providing top-notch customer service to branch personnel. Your expertise in retirement plans, combined with your excellent communication skills, will enable you to address complex issues and deliver results that matter.

**Responsibilities:**

  1. Respond to phone and email inquiries regarding retirement plan-related issues.
  2. Determine accurate solutions to client problems while adhering to IRS regulations.
  3. Interpret rules and regulations by applying your in-depth knowledge of retirement plans.
  4. Process financial transactions with precision.

**Essential Skills and Qualifications:**

  • High school diploma or equivalent required.
  • 2+ years of customer service experience in a call center setting.
  • Proficiency in Microsoft Office applications, specifically Word, Access, Excel, and Outlook.

**Compensation and Benefits:**

  • Competitive salary range: $65,000 - $75,000 per year.
  • Benefits package, including opportunities for professional growth and development.


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