Job Description Summary
Under general supervision, provides exceptional customer service and support for plan participants in 401(k), 403(b), and other qualified retirement plans. Utilizes knowledge and experience to educate participants on their retirement accounts, plan features, and available options, while assisting with problem resolution and document processing. Performs routine tasks in accordance with established procedures and exercises sound judgment in handling non-routine inquiries and service requests. Receives general guidance while maintaining responsibility for delivering accurate information and high-quality participant experience.
Job Description
Essential Duties and Responsibilities
- Answer inbound calls
- Provide exceptional customer service information regarding 401(k), 403(b) or other qualified plans
- Educate participants about their retirement account and features
- Perform data entry and other administrative tasks
Knowledge, Skills, and Abilities
Knowledge of:
- 401(k) or other qualified retirement plans preferred, but not required
- Microsoft Office Suite with demonstrated proficiency in Excel, Word, Outlook, and PowerPoint
- Salesforce preferred, but not required
Skill in:
- Bilingual written and verbal communication (Spanish/English)
- Clear, concise, and professional verbal and written communication
Ability to:
- Multitask and manage priorities effectively
- Solve problems and make sound decisions
- Demonstrate initiative and a proactive approach
- Adapt to change in a dynamic environment
- Maintain quality and accountability for results
Educational/Previous Experience Requirements
- High School Degree or equivalent
OR
- Any equivalent combination of education, experience and/or training approved by Human Resources.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 0 to 3 months
Certifications
Salary Range
$45,000.00-$50,003.20
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-TG1
