New Business Consultant

Job Description

An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has seasoned Relius system and retirement plan administration expertise. Salesforce and SharePoint knowledge is an added bonus.

Join us in 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 in that order.

We believe we should all act in the best interest of our clients and fellow staff members, treat each other respectfully, and expect the same of ourselves as we do from everyone else. Do the right thing all the time, take care of clients, and we all succeed together.

This role provides operations support as a liaison between NWPS and new clients, including plan transfers, start-up plans, or plan mergers. They serve as the primary implementation liaison to internal departments and will be responsible for communicating the plan strategy, asset transfer, and payroll specifications to the clients.

Responsibilities

• Proactively contacts new plan clients to introduce and guide them through the NWPS processes and systems.

• Acts as a liaison between clients and NWPS.

• Onboards and educates new plan clients on NWPS policies and procedures.

• Acts as the primary point of contact for transitioning clients.

• Analyze and interpret current plan documents to determine compatibility with the Ft Williams Volume Submitter or other applicable systems and recognize any potential issues that could arise from plan provisions.

• Coordinates the review of the investment lineup to avoid any potential trade restrictions or issues.

• Identifies, researches, and helps resolve potential risk items in the conversion process and coordinates the best resolution for both the client and NWPS.

• Coordinates receipt of all data needed for new plan transfers, start-up plans, or plan mergers.

• Communicates plan strategy, asset transfer, and payroll specifications to clients.

Skills

• Basic office practices, procedures, and methods.

• Asset and custodial account transfer process.

• Back-office systems, to include Relius.

• Advanced data manipulation.

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication, and spreadsheets.

• Detail orientation to ensure quality standards are met without impairing workflow.

• Follow-up to ensure resolution and completion of tasks.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Use effective oral and written communication skills sufficient to interact effectively with and guide clients on various operational issues.

• Execute instructions and request clarification when necessary.

• Constructively work under stress and pressure when faced with high workloads and deadlines.

• Provide a high level of customer service in a calm, courteous, and professional manner.

• Work independently as well as collaboratively within a team environment.

• Establish and maintain effective working relationships at all levels of the organization.

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. It is committed to serving its clients. NWPS has over 1,100 clients nationwide, 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.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

Salary Range

$70,000.00-$85000.00

Travel

Less than 25%

Workstyle

Hybrid

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. 

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