Raymond James Financial, Inc. Retirement Plan Service Associate in Memphis, Tennessee
supervision, associate uses skills gained through experience and on-the-job
training to answer retirement plan related phone calls from branch personnel in
a call center environment. Associate will provide a high degree of
customer service through education to branch callers. Associate will also serve
as a specialist processing complex financial transactions by evaluating,
approving and completing retirement transactions in client accounts.
EssentialDuties and Responsibilities:
Answers and responds to phone and email inquiries regardingissues.
Accurately diagnoses issues and provides client driven solutionsthat also meet IRS regulatory requirements.
Interprets rules and regulations by applying retirement planknowledge.
Processes financial transactions accurately.
Conducts audits of account activity to ensure transactions meetregulatory compliance.
Reviews client requests for corrections to determine proper courseof action and provide guidance to branch personnel on resolution.
Maintains knowledge of retirement plan rules and regulations byutilizing internal and external resources, as well as continuous training.
Communicates, researches and resolves issues with other internaldepartments.
Supports a continuous improvement environment by providing regularfeedback to the leadership team on processes and procedures.
Provides support as well as assists in on-the-job training of newassociates.
Reviews daily reports of individual productivity to evaluatepersonal performance.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, andAbilities:
Retirement plans including various legal documents
General office practices and procedures.
Microsoft Word, Access, Excel and Outlook to create/updatedocuments, reports, spreadsheets and emails.
Organizational and time management sufficient to prioritizeworkload, handle multiple tasks, and meet deadlines.
Problem solving and analysis sufficient to assess clientissues and accurately provide resolutions.
Operating call center software applications.
Communicate information orally and in writing in a clear andeffective manner sufficient to explain complex regulations.
Acquire and maintain new knowledge in an ever changing regulatoryenvironment.
Take an active part in the training and development of newassociates.
Effectively gather relevant information and identify key issues.
Provide a high level of customer service in a fast paced callcenter environment.
Research and resolve problems in a timely manner.
Give attention to detail.
- High School diploma or equivalent with a minimum of two (2) yearsof customer service experience.
- Any equivalent combination of education, experience and/ortraining approved by Human Resources.
- None Required.
Primary Location: US-TN-Memphis-Memphis
Organization Operations & Administration
Job Shift Day Job
Req ID: 2000963
Raymond James Financial, Inc.
- Raymond James Financial, Inc. Jobs