Customer Service Associate - Nwps (Bilingual - English/Spanish)

Job Summary

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.

 The Customer Service Associate opportunity is eligible for a fully remote or hybrid work environment. 

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 preferred but not required

Bilingual (Spanish/English) 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

For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit:https://www.nwpsbenefits.com/

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 425,000 plan participants and over $45 billion of assets under administration.

About Raymond James:

RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange Commission.  RJA also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and the NYSE.  RJA's services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA's eponymous "Raymond James & Associates, Inc." and "Alex. Brown, a Division of Raymond James."

RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS).