Hybrid Retirement Plan Support Specialist

Raymond James; Detroit (MI); Híbrido; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Raymond James is seeking a detail-oriented professional to support retirement plan services. You will assist internal associates and Financial Advisors with escalated inquiries, research complex issues, and provide thoughtful solutions to improve client experience.

The role includes a hybrid schedule with in-office days in Memphis, TN or Southfield, MI, and a comprehensive 60-day in-person training. Overtime during peak months is compensated at 1.5x.

Formación

• Experience in customer support for financial services is preferred.
• Familiarity with IRA and IRS retirement plan basics is a plus.
• Strong communication and collaboration with internal stakeholders.

Responsabilidades

• Accurately diagnoses issues and provides client driven solutions that 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.

Conocimientos

Time management

Organizational skills

Problem solving

Communication

Customer service

Data analysis

Process improvement

Team collaboration

Herramientas

Call center software

Descripción del empleo

Raymond James is seeking a detail-oriented professional to support retirement plan services. You will assist internal associates and Financial Advisors with escalated inquiries, research complex issues, and provide thoughtful solutions to improve client experience.

The role includes a hybrid schedule with in-office days in Memphis, TN or Southfield, MI, and a comprehensive 60-day in-person training. Overtime during peak months is compensated at 1.5x.