Customer Service Associate - NWPS in Baltimore, MD at honor foundations

Date Posted: 11/11/2024

Job Snapshot

Job Description

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.

Essential Duties and Responsibilities






Job Requirements

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) preferred but not 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

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 over 417,000 plan participants and over $44 billion of assets under administration.

About Raymond James:

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.57 trillion.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s 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