Retirement Plan Service Associate
5 days ago
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 level of expertise in retirement plans, including various legal documents, and the ability to communicate complex regulations in a clear and effective manner.
Key Responsibilities- Answer and respond to phone and email inquiries regarding retirement plan-related issues.
- Accurately diagnose issues and provide client-driven solutions that meet IRS regulatory requirements.
- Process financial transactions accurately and conduct audits of account activity to ensure transactions meet regulatory compliance.
- Communicate and resolve issues with other internal departments and provide support and training to new associates.
- High school diploma or equivalent with a minimum of two years of customer service experience.
- Knowledge of retirement plans, including various legal documents, and general office practices and procedures.
- Ability to communicate information orally and in writing in a clear and effective manner.
At Raymond James, our associates use five guiding behaviors to deliver on the firm's core values: Develop, Collaborate, Decide, Deliver, and Improve. We expect our associates to grow professionally, work with and through others, make prompt and pragmatic choices, take ownership and hold themselves and others accountable, and contribute to the continuous evolution of the firm.
-
Retirement Plan Service Associate
3 weeks ago
Southfield, Michigan, United States Raymond James Financial Incorporated Full timeAbout the RoleThis position will follow our hybrid work model, with a balance of remote and in-office work. The selected candidate will work 2-3 days a week at one of our corporate offices in various locations. Shift 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...
-
Retirement Plan Service Associate
4 weeks ago
Southfield, Michigan, United States Raymond James Financial Incorporated Full timeJob 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. Under general supervision, you will utilize your skills and knowledge to answer retirement plan-related inquiries, diagnose issues, and provide client-driven solutions that meet IRS...
-
Retirement Plan Service Associate
4 weeks ago
Southfield, Michigan, United States Raymond James Financial Incorporated Full timeJob 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 degree of technical knowledge and problem-solving skills to resolve complex retirement plan-related issues.Key ResponsibilitiesRespond to client...
-
Retirement Plan Service Associate
4 weeks ago
Southfield, Michigan, United States Raymond James Financial Incorporated Full timeJob 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 Service Associate
3 weeks ago
Southfield, Michigan, United States Raymond James Financial Incorporated Full timeJob 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...
-
Part Time Store Associate
4 weeks ago
Southfield, Michigan, United States Gordon Food Service Full timeAbout Gordon Food ServiceGordon Food Service is a leading provider of food and supplies to small food service operators, families, non-profit organizations, and more. Our 170+ stores offer a wide range of products and services to help our customers succeed.Job SummaryWe are seeking a Part Time Store Associate to join our team. As a Part Time Store Associate,...
-
Full Time Store Associate
4 weeks ago
Southfield, Michigan, United States Gordon Food Service Full timeAbout Gordon Food ServiceGordon Food Service is a leading provider of food and supplies to small food service operators, families, non-profit organizations, and more. Our 170+ stores offer a wide range of products and services to help our customers succeed.Job SummaryWe are seeking a Full Time Store Associate to join our team at Gordon Food Service Store. As...
-
Part Time Store Associate
3 weeks ago
Southfield, Michigan, United States Gordon Food Service Full timeJoin Our Team as a Part Time Store AssociateGordon Food Service is a leading provider of food and supplies to small food service operators, families, non-profit organizations, and more. We are seeking a Part Time Store Associate to join our team at our retail division.Key Responsibilities:Provide exceptional customer service to our customersAssist with sales...
-
Full Time Store Associate
4 weeks ago
Southfield, Michigan, United States Gordon Food Service Full timeAbout Gordon Food ServiceGordon Food Service is a leading provider of food and supplies to small food service operators, families, non-profit organizations, caterers, and more. Our 170+ stores offer a wide range of products and services to meet the needs of our customers.Job SummaryWe are seeking a highly motivated and customer-focused Store Associate to...
-
Food Service Manager
2 weeks ago
Southfield, Michigan, United States Compass Group Careers Full timeJob SummaryAs a Food Unit Lead with Compass Group Careers, you will play a vital role in ensuring the highest quality dining experience for our customers, staff, and visitors. This is a full-time position that requires 2 years of commercial kitchen experience and offers a competitive hourly rate of $17.50.Key ResponsibilitiesCoordinate activities of...
-
Tax Planning and Compliance Specialist
2 weeks ago
Southfield, Michigan, United States Grant Thornton Full timeAbout the RoleWe are seeking a highly skilled and experienced 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...
-
Tax Planning and Compliance Specialist
6 days ago
Southfield, Michigan, United States Grant Thornton Full timeAbout 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,...
-
Coder Associate
3 weeks ago
Southfield, Michigan, United States Corewell Health Full timeJob SummaryWe are seeking a skilled Coder Associate to join our team at Corewell Health. As a key member of our Professional Coding department, you will play a vital role in ensuring the accuracy and integrity of our coding processes.Key ResponsibilitiesAbstract data from medical records and assign diagnoses and procedures using ICD-10-CM and CPT/HCPCS...
-
Cashier/Food Service Worker
2 weeks ago
Southfield, Michigan, United States Compass Group Careers Full timeJob SummaryWe are seeking a skilled and enthusiastic Cashier/Food Service Worker to join our team at Compass Group Careers. As a key member of our hospitality team, you will be responsible for providing exceptional customer service, operating the Point of Sale system, and maintaining a clean and safe environment.Key ResponsibilitiesPrepare and serve food and...
-
Federal Tax Senior Associate
5 days ago
Southfield, Michigan, United States Baker Tilly US, LLP Full timeJoin 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...
-
Financial Services Director
1 week ago
Southfield, Michigan, United States Brookdale Southfield Full timeDirector 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...
-
Media Planning Manager
3 weeks ago
Southfield, Michigan, United States Carat Full timeJob Title: Manager, PlanningWe are seeking a highly skilled Manager, Planning to join our team at Carat. As a key member of our planning team, you will be responsible for developing and executing media plans that drive business results for our clients.Key Responsibilities:Develop and execute media plans that align with client objectives and business...
-
Financial Planning Specialist
2 weeks ago
Southfield, Michigan, United States Hantz Group Full timeJob OpportunityHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern.As a Planning Analyst Intern, you will be an integral part of our Family Office, working closely with our Financial Advisors to provide critical support in the funding process of customer...
-
Part-Time Sales Associate
4 weeks ago
Southfield, Michigan, United States Great Lakes Ace Hardware Full timeJob SummaryThis is a part-time sales associate position located at a retail store. The primary responsibilities of this role are to provide exceptional customer service, generate sales, merchandise products, and support the store management team.Key ResponsibilitiesProvide outstanding customer service by greeting customers, answering questions, and assisting...
-
Sales Associate
4 weeks ago
Southfield, Michigan, United States Great Lakes Ace Hardware Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Great Lakes Ace Hardware. As a Sales Associate, you will be responsible for providing exceptional customer service, generating sales, and maintaining a high level of product knowledge.Key ResponsibilitiesProvide outstanding customer service, answering...