NextPath Workforce Solutions is currently seeking a Retirement Plan Services Associate to join our client’s team in St. Petersburg, FL. This is a hybrid, contract position.
SALARY: $21-$23 per hour (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
• At least 2 years of recent experience in financial services, preferably in retirement planning or related fields
• Recent graduates with a Bachelor’s degree in finance or a related field and some professional experience are encouraged to apply
• Ability to quickly learn retirement planning basics if recent graduate
• Experience using CRM software is preferred
• Call center experience is a plus
• Strong data entry skills with high accuracy and a minimum score of 5500 KPH at 85% accuracy on data entry assessment
• Proven reliability with minimal attendance or tardiness issues
• High School Diploma or GED required; Bachelor’s Degree highly preferred
RESPONSIBILITIES:
• Respond to email inquiries and resolve client issues
• Process forms and perform basic transactions, including rollovers and internal transfers
• Diagnose issues and provide client-driven solutions compliant with IRS regulations
• Apply retirement plan knowledge to interpret rules and regulations
• Conduct audits of account activity for regulatory compliance
• Review client requests for corrections and guide branch staff on resolutions
• Stay updated on retirement plan rules through ongoing training and resources
• Communicate, research, and resolve issues with internal departments
• Review daily productivity reports to evaluate personal performance
NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
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