Job description
Come 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.
- 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
- Any equivalent combination of education, experience and/or training approved by Human Resources.
- None
Compensation:
- $55,000 annualized, to be paid hourly
- Competitive Benefits Package
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.
- 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
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