Customer Service Associate - NWPS

Join us with 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, detailed-oriented people who support our clients and their employees with their retirement savings plans’ operation.

Essential Duties and Responsibilities

• Answers in-bound 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 preferred but not required

• Bilingual (Spanish/English) preferred but not required

Educational/Previous Experience Requirements

• High School Degree or equivalent

OR

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

Licenses/Certifications

• None

Compensation:

• $55,000 - $57,500 annualized, to be paid hourly

• Competitive Benefits Package

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 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 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.

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 cho