Customer Service Associate - NWPS

Customer Service Associate - NWPS page is loaded## Customer Service Associate - NWPSlocations:
Puyallup, Washington - United Statestime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
March 12, 2026 (5 days left to apply) job requisition :
R-0009893
** Job Description Summary
** Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.
** Job Description
**** Responsibilities:
*** Handle high-volume inbound/outbound calls while maintaining accuracy, professionalism, and a positive customer experience.
* Document customer interactions with precise attention to detail, ensuring all data is recorded correctly in company systems.
* Effectively manage call flow, follow scripts and procedures, and resolve inquiries within expected time frames.
*
* Skills:

*** Strong verbal and written communication skills with the ability to clearly explain solutions and build rapport with callers.
* Exceptional attention to detail when capturing customer information, updating records, and following compliance requirements.
* Proven time‐management skills in fast‐paced environments, including the ability to multitask and prioritize competing demands.
* Ability to adapt and quickly learn new plan provisions as applicable
** Education/Previous

Experience:

*
* • Bachelor’s degree, or a minimum of three (3) years of relevant experience in handling retirement accounts, or three (3) years of experience in a call center setting.
• OR•
Any equivalent combination of education, training and/or experience approved by Human Resources
** Education
* * Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance
** Work Experience
** General Experience - 3 to 6 years
** Certifications
* *** Salary Range**$45,000.00-$56,160.00
** 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.#LI-TG1

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.
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