Hybrid Client Accounts Specialist

Raymond James Financial, Inc.; Southfield (MI); Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. in Southfield, MI is seeking a Customer Account Associate for a hybrid schedule. You will service client accounts, review and update information, and ensure compliance with firm policies while supporting Financial Advisors and internal teams.

You will handle inquiries, perform data entry, maintain records, and help resolve routine issues, mentoring peers as needed, with focus on accuracy and customer satisfaction.

Qualifications

• High School diploma required.
• General experience: 13 months to 3 years.
• Hybrid workstyle with ability to work in a team.

Responsibilities

• Assist with requests for information and refer more complex matters to colleagues.
• Answer the telephone and assist callers or those making inquiries by email or mail with basic requests.
• Carry out standard customer service activities and handle simple customer inquiries.
• Enter data into standard branch systems and verify accuracy.
• Maintain files and records and organize daily work schedule.
• Follow procedures to ensure quality standards and regulatory compliance.

Skills

Verbal communication

Customer service

Data entry

Office software

Education

High School (HS) (Required)

Tools

Branch systems

CRM systems

Job description

Raymond James Financial, Inc. in Southfield, MI is seeking a Customer Account Associate for a hybrid schedule. You will service client accounts, review and update information, and ensure compliance with firm policies while supporting Financial Advisors and internal teams.

You will handle inquiries, perform data entry, maintain records, and help resolve routine issues, mentoring peers as needed, with focus on accuracy and customer satisfaction.