Job Description Summary

Under general supervision, provides exceptional customer service and support for plan participants in 401(k), 403(b), and other qualified retirement plans. Utilizes knowledge and experience to educate participants on their retirement accounts, plan features, and available options, while assisting with problem resolution and document processing. Performs routine tasks in accordance with established procedures and exercises sound judgment in handling non-routine inquiries and service requests. Receives general guidance while maintaining responsibility for delivering accurate information and high-quality participant experience.

Job Description

Essential Duties and Responsibilities

Answer inbound calls
Provide exceptional customer service information regarding 401(k), 403(b) or other qualified plans
Educate participants about their retirement account and features
Perform data entry and other administrative tasks

Knowledge, Skills, and Abilities

Knowledge of:

401(k) or other qualified retirement plans preferred, but not required
Microsoft Office Suite with demonstrated proficiency in Excel, Word, Outlook, and PowerPoint
Salesforce preferred, but not required

Skill in:

Bilingual written and verbal communication (Spanish/English)
Clear, concise, and professional verbal and written communication

Ability to:

Multitask and manage priorities effectively
Solve problems and make sound decisions
Demonstrate initiative and a proactive approach
Adapt to change in a dynamic environment
Maintain quality and accountability for results

Educational/Previous Experience Requirements

High School Degree or equivalent

Any equivalent combination of education, experience and/or training approved by Human Resources.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 0 to 3 months

Certifications

Salary Range

$45,000.00-$50,003.20

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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Learn more about this Employer on their Career Site

Customer Service Associate - NWPS