Raymond James
This role provides exceptional customer service and support for plan participants in 401(k), 403(b), and other qualified retirement plans. Responsibilities include educating participants on account features, resolving inquiries, and performing administrative tasks like data entry. The position requires utilizing knowledge of retirement plans and proficiency in the Microsoft Office Suite to deliver accurate information.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
4% above the average for this role