Hybrid Customer Account Associate - Client Support

Raymond James Financial, Inc.; Memphis, Northern (TN, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Raymond James Financial, Inc. in Memphis, TN is seeking a Customer Account Associate to support account servicing and client interactions. The role acts as a bridge between branch offices and the Home Office, ensuring accuracy and compliance in client data and transactions.

The position involves handling routine inquiries, data entry, and escalation of more complex issues, with a hybrid schedule of 3 days in the Memphis corporate office and remote collaboration as needed.

Qualifications

• High School (HS) diploma required.
• General experience 4 to 6 months.
• Travel less than 25%.
• Hybrid workstyle.

Responsibilities

• Assist with requests for information, referring more complex matters to colleagues.
• Answer calls and assist callers or those emailing with basic information requests.
• Carry out standard customer service activities and handle simple inquiries.
• Perform data entry into company systems and verify information for accuracy.
• Organize and manage own work schedule according to changing priorities.
• Follow procedures to meet quality standards and regulatory requirements.
• Develop skills through training and coaching.
• Identify and communicate potential sales opportunities during service interactions.

Skills

Verbal communication

Data entry

Customer service

Education

High School Diploma

Job description

Raymond James Financial, Inc. in Memphis, TN is seeking a Customer Account Associate to support account servicing and client interactions. The role acts as a bridge between branch offices and the Home Office, ensuring accuracy and compliance in client data and transactions.

The position involves handling routine inquiries, data entry, and escalation of more complex issues, with a hybrid schedule of 3 days in the Memphis corporate office and remote collaboration as needed.