Hybrid Customer Account Specialist

Raymond James; Memphis (TN); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability Insurance

Retirement Savings

Paid Time Off

Parental Leave

Job summary

Raymond James in Memphis is seeking a Customer Account Associate to support branch offices and the Home Office. The role focuses on servicing client accounts, ensuring regulatory compliance, and handling routine inquiries in a hybrid environment with three in-office days weekly.

The position emphasizes data entry accuracy, collaboration with Financial Advisors, and mentoring less experienced teammates. Prior experience in customer service and familiarity with standard office software are valued.

Qualifications

• High School diploma or equivalent required.
• General experience 4–6 months in a related role.
• Hybrid work model with in-office days in Memphis, TN.

Responsibilities

• Assist with information requests and refer complex matters to colleagues.
• Answer calls and emails with basic information; escalate complex issues.
• Carry out standard customer service activities and handle simple inquiries.
• Perform data entry and verify information in company systems.
• Maintain files and records and organize daily work schedule as priorities shift.
• Adhere to procedures and regulatory codes; participate in trainings and coaching.

Skills

Verbal communication

Customer service

Data entry

Account servicing

Office software

Team mentoring

Policy compliance

Problem solving

Relationship building

Education

High School (HS) (Required)

Tools

CRM systems

Data systems

Job description

Raymond James in Memphis is seeking a Customer Account Associate to support branch offices and the Home Office. The role focuses on servicing client accounts, ensuring regulatory compliance, and handling routine inquiries in a hybrid environment with three in-office days weekly.

The position emphasizes data entry accuracy, collaboration with Financial Advisors, and mentoring less experienced teammates. Prior experience in customer service and familiarity with standard office software are valued.