Hybrid Legal Documents Associate | Client Service

Raymond James; Memphis (TN); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability benefits

Retirement plan

Paid time off

Job summary

Raymond James in Memphis, TN seeks a Sr. Associate in the Legal Documents COE within New Accounts to support policy adherence and client inquiries. The role emphasizes collaboration, accurate documentation, and timely handling of requests across multiple channels.

The position requires 7–12 months of general experience and a High School diploma. It offers a hybrid work model with in-office days and a comprehensive benefits package.

Qualifications

• High school diploma required.
• General experience of 7 to 12 months.
• Hybrid work arrangement.

Responsibilities

• Develop knowledge of policies and procedures relevant to own work.
• Answer calls and assist with inquiries via email or mail.
• Produce and manage Microsoft documents, databases, and other systems; record time and expenses.
• Handle client cases and more complex inquiries.

Skills

Attention to detail

Customer service

CRM systems

Verbal communication

Education

High School diploma

Job description

Raymond James in Memphis, TN seeks a Sr. Associate in the Legal Documents COE within New Accounts to support policy adherence and client inquiries. The role emphasizes collaboration, accurate documentation, and timely handling of requests across multiple channels.

The position requires 7–12 months of general experience and a High School diploma. It offers a hybrid work model with in-office days and a comprehensive benefits package.