Customer Service Associate - NWPS

Job Description

Description

Join us in helping people save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b), or other qualified plans.

NWPS strives to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company.

Join us to work on a team of critically-thinking, detail-oriented people who support our clients and their employees with their retirement savings plans’ operation.

Essential Duties and Responsibilities

• Answers inbound calls (no selling)

• Provides exceptional customer service information regarding 401(k), 403(b) or other qualified plans

• Educates participants about their retirement account and features

• Data Entry and other administrative tasks

• Facilitates problem resolution and document processing

Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office products

• Communicate effectively, both verbally and in writing

• Excellent problem-solving and critical thinking ability

• Ability to multitask

• Show initiative and be proactive when necessary

• Quality-driven with a strong sense of accountability

• Diagnose problems and offer resolution

• Be open and flexible in a dynamic environment focused on continuous improvement.

• Salesforce knowledge is preferred but not required

• Bilingual (Spanish/English) preferred but not required

About NWPS:

Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services.  Based in Seattle, Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients. NWPS has over 1,100 clients nation-wide with over 417,000 plan participants and over $44 billion of assets under administration.

About Raymond James:

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.57 trillion.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Education

High School (HS)

Work Experience

Manager Experience - 0 to 3 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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. 

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