1 Retirement Plan Service Associate | 10:30am-7pm Job in Saint Petersburg, FL
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Raymond James Financial is Hiring a Retirement Plan Service Associate | 10:30am-7pm Near Saint Petersburg, FL
Hybrid Work Environment:40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
- Training Hours:8:30am-5pm (typically about 3 months)
- 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.
Knowledge, Skills, and Abilities:
- 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.
- 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.
- 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.
- High School diploma or equivalent with a minimum of two (2) years of customer service experience.
- Any equivalent combination of education, experience and/or training approved by Human Resources.
- None Required.
Raymond James Guiding Behaviors
- 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 Summary
Full Time
Securities
$45k-60k (estimate)
04/10/2024
05/14/2024
raymondjames.com
SAINT PETERSBURG, FL
7,500 - 15,000
1962
Public
PAUL C REILLY
$5B - $10B
Securities
Related Companies
About Raymond James Financial
Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.
The job skills required for Retirement Plan Service Associate | 10:30am-7pm include Retirement Plans, Problem Solving, Customer Service, Analysis, Futures, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Retirement Plan Service Associate | 10:30am-7pm. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retirement Plan Service Associate | 10:30am-7pm. Select any job title you are interested in and start to search job requirements.
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