Retirement Plan Service Associate

5 days 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 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.
Requirements
  • 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.
Guiding Behaviors

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.



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