Bilingual Retirement Plans Support Specialist

Raymond James; Towson (MD); Hybrid; USD 45,000 - 50,003; Full time

Job summary

Raymond James in Towson, MD is seeking a customer service professional to support plan participants in 401(k), 403(b) and other qualified retirement plans. You will educate clients on account features, resolve routine inquiries, and perform data entry with accuracy in a hybrid work environment.

Qualifications include a high school degree (or equivalent) and exposure to Microsoft Office; bilingual Spanish/English communication is a plus. Training provided.

Qualifications

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

Responsibilities

• Answer inbound calls
• Provide information on 401(k), 403(b) and other qualified plans
• Educate participants about retirement accounts and features
• Perform data entry and other administrative tasks

Skills

Bilingual

Multitasking

Problem solving

Proactive

Education

High School Degree or equivalent

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

Tools

Microsoft Office Suite

Excel

Word

Outlook

PowerPoint

Salesforce

Job description

Raymond James in Towson, MD is seeking a customer service professional to support plan participants in 401(k), 403(b) and other qualified retirement plans. You will educate clients on account features, resolve routine inquiries, and perform data entry with accuracy in a hybrid work environment.

Qualifications include a high school degree (or equivalent) and exposure to Microsoft Office; bilingual Spanish/English communication is a plus. Training provided.