Hybrid Client Account Specialist

Raymond James; Southfield (MI); Hybrid; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James in Southfield, MI seeks a Customer Account Associate to serve as the link between branch offices and Home Office. You will review and maintain client accounts, ensure compliance with firm policies, and monitor activity to protect clients and advisors.

Responsibilities include resolving escalated issues, assisting internal associates and financial advisors, and mentoring newer staff while maintaining accurate records across systems. This role is hybrid with in-office days 3 per week.

Qualifications

• High School diploma required.
• 1–3 years general experience.
• Hybrid work model and Southfield, MI location.
• Ability to maintain accurate records and comply with firm policies.

Responsibilities

• Assist with various requests for information, referring more complex matters to colleagues.
• Answer the telephone and assist callers or those making inquiries by email or mail with basic information requests.
• Carry out standard customer service activities and handle simple customer inquiries.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems, reviewing and verifying it for accuracy, including counter transactions documentation.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow mandatory procedures to ensure work quality and regulatory compliance.
• Develop and maintain procedures and technical skills via training and coaching.

Skills

Verbal communication

Customer service

Data entry

Microsoft Office

Problem solving

Team collaboration

Education

High School Diploma

Tools

Microsoft Office

CRM software

Job description

Raymond James in Southfield, MI seeks a Customer Account Associate to serve as the link between branch offices and Home Office. You will review and maintain client accounts, ensure compliance with firm policies, and monitor activity to protect clients and advisors.

Responsibilities include resolving escalated issues, assisting internal associates and financial advisors, and mentoring newer staff while maintaining accurate records across systems. This role is hybrid with in-office days 3 per week.