Customer Service Associate - NWPS

Job Description Summary

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.

Job Description

Responsibilities:

• Handle high-volume inbound/outbound calls while maintaining accuracy, professionalism, and a positive customer experience.
• Document customer interactions with precise attention to detail, ensuring all data is recorded correctly in company systems.
• Effectively manage call flow, follow scripts and procedures, and resolve inquiries within expected timeframes.

Skills:

• Strong verbal and written communication skills with the ability to clearly explain solutions and build rapport with callers.
• Exceptional attention to detail when capturing customer information, updating records, and following compliance requirements.
• Proven time‑management skills in fast‑paced environments, including the ability to multitask and prioritize competing demands.
• Ability to adapt and quickly learn new plan provisions as applicable

Education/Previous Experience:

•              Bachelor’s degree, or a minimum of three (3) years of relevant experience in handling retirement accounts, or three (3) years of experience in a call center setting.

•              OR

•              Any equivalent combination of education, training and/or experience approved by Human Resources

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$45,000.00-$56,160.00

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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