Customer ServiceFinancialBanking- - Recent Finance Grads Are Welcome to Apply

IMPORTANT- Candidates local to Southfield, Michigan or Memphis, Tennessee, St. Petersburg, FLThere is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days in office 2 days WFH after training
**Note- Candidates must not have any vacation time planned during the 60 day training period
Job Summary: This person will be responsible for supporting the Retirement Plan Services department with Raymond James. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and some phone work will be required based on potential. Job Duties:Answers and responds to email inquiries regarding issuesProcesses forms and performs basic transactions, such as handling roll overs and internal transfersAccurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirementsInterprets rules and regulations by applying retirement plan knowledgeConducts audits of account activity to ensure transactions meet regulatory complianceReviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolutionMaintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous trainingCommunicates, researches and resolves issues with other internal departmentsReviews daily reports of individual productivity to evaluate personal performance Work Schedule:8:30 AM- 5:00 PM local time At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred. If they are a recent graduate, they must be able to quickly learn the basics within the retirement planning industry. Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferredExperience working in a call center environment preferredStrong data entry skills with a high attention to detail. **Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role. Please include the scores on top of the candidate's resume.**Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all timesProfessional demeanorAbility to navigate through several different systems at once, using a dual monitorsProficient with Microsoft Office Suite- Excel, Outlook, WordQuick learner / ability to learn and apply different processes simultaneously Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers. Please ensure screen this out with candidate references. The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.