Retirement Plan Service Associate
Full Time
Saint Petersburg, FL 33716
Posted
Job description
Under general supervision, associate uses skills gained through experience and on-the-job training to answer retirement plan related phone calls from branch personnel in a call center environment. Associate will provide a high degree of customer service through education to branch callers. Associate will also serve as a specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in client accounts.
Essential Duties and Responsibilities:
- Answers and responds to phone and email inquiries regarding issues.
- Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
- Interprets rules and regulations by applying retirement plan knowledge.
- Processes financial transactions accurately.
- Conducts audits of account activity to ensure transactions meet regulatory compliance.
- Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
- Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
- Communicates, researches and resolves issues with other internal departments.
- Supports a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures.
- Provides support as well as assists in on-the-job training of new associates.
- Reviews daily reports of individual productivity to evaluate personal performance.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge, Skills, and Abilities:
Knowledge of:
- Retirement plans including various legal documents
- General office practices and procedures.
- Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails.
Skill in:
- Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
- Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.
- Operating call center software applications.
Ability to:
- Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
- Acquire and maintain new knowledge in an ever changing regulatory environment.
- Take an active part in the training and development of new associates.
- Effectively gather relevant information and identify key issues.
- Provide a high level of customer service in a fast paced call center environment.
- Research and resolve problems in a timely manner.
- Give attention to detail.
Educational/Previous Experience Requirements:
- High School diploma or equivalent with a minimum of two (2) years of customer service experience.
~or~
- Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
- None Required.
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Job Operations
Primary Location US-FL-St. Petersburg-Saint Petersburg
Other Locations US-TN-Memphis-Memphis, US-MI-Southfield-Southfield
Organization Operations & Administration
Schedule Full-time
Shift Day Job
Travel No
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