128 applicants

Company

Raymond James · 1 day ago

New Business Consultant - NWPS

United States

Full-time

Remote

Mid Level

$70K/yr - $85K/yr

3+ years exp

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BankingFinancial Services

Growth Opportunities

Hiring Manager

Erika Carter

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Responsibilities

Pro-actively 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

Analyzes and interprets 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 line up 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 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

Basic office practices, procedures and methods

Asset and custodial account transfer process

Back office systems, to include Relius

Advanced data manipulation

Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines

Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets

Detail orientation to ensure quality standards are met without impairing workflow

Follow-up to ensure resolution and completion of tasks

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

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

Execute instructions and request clarification when necessary

Constructively work under stress and pressure when faced with high workloads and deadlines

Provide a high level of customer service in a calm, courteous and professional manner

Work independently as well as collaboratively within a team environment

Establish and maintain effective working relationships at all levels of the organization