Raymond James · 3 weeks ago
Retirement Plan Service Associate
Southfield, Michigan - United States
Full-time
Hybrid
Entry Level
1+ years expRaymond James is seeking a dedicated and detail-oriented professional to join their Retirement Plan Services team. In this role, you will assist internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts, providing high-quality support and solutions to enhance the client experience.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
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
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 to express ideas, request actions and formulate plans or policies
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 by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision
Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision
Plan, organize, prioritize and oversee activities to efficiently meet business objectives
Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives
Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision
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
Qualification
Required
High School (HS) (Required)
General Experience - 13 months to 3 years
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 aligns 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
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 to express ideas, request actions and formulate plans or policies
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 by leaving the customer feeling understood, appreciated, and confident in the organization's ability
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, while making sure they match organizational strategies and objectives
Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences
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
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
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