Hybrid Retirement Plan Support Specialist

Raymond James Financial, Inc.; Southfield (MI); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement savings

Job summary

Raymond James Financial, Inc. seeks a dedicated Retirement Plan Services professional in Southfield, MI to support internal associates and Financial Advisors with escalated inquiries. You will research and resolve moderately complex issues, ensuring IRS compliance while collaborating across teams.

Training runs for ~3 months, with in-office days 3 per week and mandatory overtime during peak season. This role emphasizes problem solving, data accuracy, and excellent communication in a

Qualifications

• High School (HS) is required.
• General experience ranges from 13 months to 3 years.
• Hybrid work environment with in-office days in Southfield, MI.

Responsibilities

• Diagnose issues and provide client‑driven solutions that meet IRS requirements.
• Interpret IRA and IRS rules and regulations.
• Assist with information requests across multiple platforms.
• Answer calls and assist with inquiries by email or mail.
• Conduct data entry and verify information in multiple systems.
• Maintain files and records and manage counter transactions.
• Organize work schedules with changing department priorities.
• Follow procedures to ensure quality and regulatory compliance.
• Develop skills through training and coaching opportunities.
• Analyze data from multiple sources to inform decisions.
• Navigate customer conversations using core service steps: open, learn, reply, close.

Job description

Raymond James Financial, Inc. seeks a dedicated Retirement Plan Services professional in Southfield, MI to support internal associates and Financial Advisors with escalated inquiries. You will research and resolve moderately complex issues, ensuring IRS compliance while collaborating across teams.

Training runs for ~3 months, with in-office days 3 per week and mandatory overtime during peak season. This role emphasizes problem solving, data accuracy, and excellent communication in a