200+ applicants

Company

Raymond James · 1 week ago

New Business Consultant - NWPS

United States

Full-time

Remote

Mid Level

$70K/yr - $85K/yr

3+ years exp

Maximize your interview chances

BankingFinancial Services

Growth Opportunities

Insider Connection @Raymond James

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Proactively contacts new plan clients to introduce and guide them through the NWPS processes and systems.

Acts as a liaison between clients and NWPS.

Onboards and educates new plan clients on NWPS policies and procedures.

Acts as the primary point of contact for transitioning clients.

Analyze and interpret current plan documents to determine compatibility with the Ft Williams Volume Submitter or other applicable systems and recognize any potential issues that could arise from plan provisions.

Coordinates the review of the investment lineup to avoid any potential trade restrictions or issues.

Identifies, researches, and helps resolve potential risk items in the conversion process and coordinates the best resolution for both the client and NWPS.

Coordinates receipt of all data needed for new plan transfers, start-up plans, or plan mergers.

Communicates plan strategy, asset transfer, and payroll specifications to clients.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Relius Recordkeeping systemAsset transfer processAdvanced data manipulationTime management skillsBasic office practices

Required

Bachelor’s Degree in Business or related field with a minimum of three (3) years’ experience in the financial services industry.

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

Knowledge of basic office practices, procedures, and methods.

Knowledge of asset and custodial account transfer process.

Knowledge of back-office systems, to include Relius.

Knowledge of advanced data manipulation.

Skill in organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Skill in operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication, and spreadsheets.

Skill in detail orientation to ensure quality standards are met without impairing workflow.

Skill in follow-up to ensure resolution and completion of tasks.

Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Ability to use effective oral and written communication skills sufficient to interact effectively with and guide clients on various operational issues.

Ability to execute instructions and request clarification when necessary.

Ability to constructively work under stress and pressure when faced with high workloads and deadlines.

Ability to provide a high level of customer service in a calm, courteous, and professional manner.

Ability to work independently as well as collaboratively within a team environment.

Ability to establish and maintain effective working relationships at all levels of the organization.