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

Qualifications:

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).

_ 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. **

Job :**

Customer Service **

Primary Location :**

US-WA-Mill Creek-Mill Creek **

Organization :**

NWPS **

Schedule :**

Full-time **

Shift :**

Day Job **

Travel :**

No **

Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)**

$55,000 - $57,500 **

Eligible for Discretionary Bonus :**

Yes