Bilingual Customer Service Associate - NWPS

Raymond James•Towson, MD

43d•$45,000 - $50,003•Hybrid

About The Position

Under general supervision, provides exceptional customer service and support for plan participants in 401(k), 403(b), and other qualified retirement plans. Utilizes knowledge and experience to educate participants on their retirement accounts, plan features, and available options, while assisting with problem resolution and document processing. Performs routine tasks in accordance with established procedures and exercises sound judgment in handling non-routine inquiries and service requests. Receives general guidance while maintaining responsibility for delivering accurate information and high-quality participant experience.

Requirements

Knowledge of Microsoft Office Suite with demonstrated proficiency in Excel, Word, Outlook, and PowerPoint
Bilingual written and verbal communication (Spanish/English)
Clear, concise, and professional verbal and written communication
Ability to multitask and manage priorities effectively
Ability to solve problems and make sound decisions
Demonstrate initiative and a proactive approach
Adapt to change in a dynamic environment
Maintain quality and accountability for results
High School Degree or equivalent
Any equivalent combination of education, experience and/or training approved by Human Resources.
General Experience - 0 to 3 months

Nice To Haves

Knowledge of 401(k) or other qualified retirement plans
Knowledge of Salesforce

Responsibilities

Answer inbound calls
Provide exceptional customer service information regarding 401(k), 403(b) or other qualified plans
Educate participants about their retirement account and features
Perform data entry and other administrative tasks