Job Information
Raymond James Financial, Inc. Associate, Managed Customer Accounts | Memphis, TN | 7:30am-4pm CT in Memphis, Tennessee
Description
Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Hours : Monday-Friday | 7:30am-4pm CT
Job Summary
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.
Essential Duties and Responsibilities
Performs a variety of operational procedures within the department, which may include account reconciliation, account deposits and distribution requests, security requests, and other assigned tasks.
Reviews account activity and branch requests, processes deposits and distributions in a fast-paced environment.
Answers calls and questions regarding managed accounts.
Researches and provides resolution on basic departmental business issues.
Reviews incoming emails and documents, taking appropriate action when needed which can include
cash, margin, basic and advanced security transactions.
Sends notices to AMS Trading to act on requests.
Communicates with branches and advisors when needed.
Maintains a variety of data files and records.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.
Process flows within specific assigned functional area.
Regulations for specific assigned functional area.
Skill in
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyzing data to identify discrepancies.
Problem solving.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Have a high attention to details.
Educational/Previous Experience Requirements
Education/Previous Experience
High School Diploma or equivalent and a minimum of two (2) years’ experience in customer service or the financial services industry.
OR
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
- None required.
Job: Operations
Primary Location: US-TN-Memphis-Memphis
Organization Operations & Administration
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2403193