Hybrid New Accounts Specialist

Raymond James; Southfield (MI); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Raymond James is seeking a professional to join the CORE Team within the New Accounts department. This hybrid role requires in-office days three times per week at one of the locations: St. Petersburg, FL; Memphis, TN; or Southfield, MI.

The role focuses on investigating and resolving complex client cases while adhering to organizational policies and regulatory codes. The candidate will develop working knowledge of client management systems, handle inquiries by phone and email, and support

Qualifications

• High School diploma required.
• General experience 7–12 months.
• Hybrid workstyle.
• Understand and operate client management systems.

Responsibilities

• Investigate and resolve complex client cases and account issues.
• Identify root causes, assess risks, and develop solutions.
• Follow policies and procedures and adhere to codes of conduct.
• Answer inquiries by phone or email and escalate as needed.
• Produce and manage documents and data entry, including budgeting and time/expenses.

Skills

Client service

Communication

Regulatory knowledge

MS Office

Education

High School (HS) (Required)

Job description

Raymond James is seeking a professional to join the CORE Team within the New Accounts department. This hybrid role requires in-office days three times per week at one of the locations: St. Petersburg, FL; Memphis, TN; or Southfield, MI.

The role focuses on investigating and resolving complex client cases while adhering to organizational policies and regulatory codes. The candidate will develop working knowledge of client management systems, handle inquiries by phone and email, and support