Retirement Plan Service Associate Job at Raymond James (Southfield)

Job Description

We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts. You will be responsible for researching and resolving moderately complex issues, offering thoughtful and effective solutions that enhance the client experience. This position involves frequent interaction with internal stakeholders, requiring strong communication skills and a collaborative mindset. Your ability to navigate complex service scenarios and recommend process improvements will be key to your success in this dynamic and client-focused environment.

Job Responsibility

Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
Interprets rules and regulations by applying IRA and IRS knowledge
Assist with various incoming requests for information, through multiple platforms
Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary
Carry out standard customer service activities and handle customer inquiries
Conduct data entry and transaction processing into multiple company platforms, review and verify the information to ensure accuracy and accessibility
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions
Maintain files and records
Organize work schedule, each day that a lines with changing priorities of the department
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching

Requirements

High School (HS) (Required)
General Experience - 13 months to 3 years
Knowledge of IRA's and Retirement plans including various legal documents
Organizational and time management to prioritize workload, handle multiple tasks, and meet deadlines
Problem solving and critical thinking skills sufficient to assess client issues and accurately provide resolutions
Operating call center software applications
Uses clear and effective verbal communications skills
Supports business processes by applying an understanding and effective use of standard office equipment and standard software packages
Develop appropriate plans or perform necessary actions based on recommendations and requirements
Ensure every customer interaction positive
Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close
Plan, organize, prioritize and oversee activities to efficiently meet business objectives
Develop, monitor, interpret and understand policies and procedures
Connect with customers to strengthen the relationship
Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations
Applies an understanding of the business environment and objectives to develop solutions under supervision
Meet high customer service standards
Understand and effectively operate all customer management systems
Perform data analysis for use in reports to help guide decision making
Select, deploy and get the best results from the most appropriate office system

What we offer

Hybrid Work Environment
Overtime compensation at a rate of 1.5 times your regular hourly rate during peak period

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Retirement Plan Service Associate

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