Hybrid Customer Account Specialist

100 Raymond James & Associates, Inc.; Southfield (MI); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Benefits package

Hybrid schedule

In-office 3 days/week

Job summary

100 Raymond James & Associates, Inc. in Southfield, MI is seeking a Customer Account Associate for a hybrid schedule with in-office days three per week.

You will link branch offices and Home Office, service client accounts, review and update records, and ensure policy and regulatory compliance. The role involves resolving escalated issues, supporting Financial Advisors and internal teams, mentoring colleagues, maintaining accurate records, and safeguarding clients' interests through proactive

Qualifications

• High School diploma or equivalent required.
• General experience 13 months to 3 years.
• Knowledge of compliance and safeguarding client interests.

Responsibilities

• Assist with information requests and refer complex matters to colleagues.
• Answer calls and assist callers or inquiries by email or mail.
• Perform data entry into branch systems and verify accuracy.
• Maintain files and organize daily work schedule.
• Support FAs and internal associates with client needs and issues.

Skills

Customer service

Data entry

Compliance

Verbal communications

Education

High School (HS) (Required)

Job description

100 Raymond James & Associates, Inc. in Southfield, MI is seeking a Customer Account Associate for a hybrid schedule with in-office days three per week.

You will link branch offices and Home Office, service client accounts, review and update records, and ensure policy and regulatory compliance. The role involves resolving escalated issues, supporting Financial Advisors and internal teams, mentoring colleagues, maintaining accurate records, and safeguarding clients' interests through proactive