Associate, Managed Customer Accounts | Memphis, TN |

Raymond James Financial; Honolulu (HI); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Raymond James Financial is seeking an Associate for the Managed Customer Accounts team in Memphis. The role supports the Cash Distributions function, working in a hybrid environment with 40% in-office and up to 60% work-from-home, and requires daily interactions with branches and the home office.

Under supervision, you will review accounts, process deposits and distributions, respond to inquiries, and maintain data files. Strong attention to detail and organizational skills are essential.

Qualifications

• High School Diploma or equivalent and a minimum of two (2) years’ experience in customer service or the financial services industry.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Responsibilities

• Performs a variety of operational procedures within the department, including account reconciliation, deposits and distribution requests, security requests, and other 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; takes action on cash, margin, and basic and advanced security transactions.
• Sends notices to AMS Trading to act on requests.
• Communicates with branches and advisors as needed.
• Maintains a variety of data files and records.
• Performs other duties and responsibilities as assigned.

Skills

Office concepts

Finance operations

Securities industry

Data analysis

Interpersonal communication

Education

High School Diploma or equivalent

Job description

Associate, Managed Customer Accounts | Memphis, TN | 7:30am-4pm CT-2400746

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

This position will be part of the Cash Distributions team within the Managed Customer Accounts dept.

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.
• Knowledge of: Process flows within specific assigned functional area.
• Knowledge of: 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.
• Skill in: Analyzing data to identify discrepancies.
• Skill in: 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.
• Ability to: Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
• Ability to: Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
• Ability to: Have a high attention to details.

Educational/Previous Experience Requirements

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.