Hybrid New Accounts Specialist — Client Solutions

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Raymond James is seeking a detail-oriented client service professional to join the CORE Team in the New Accts department in Memphis, TN. The role supports complex client cases, risk assessment, and process improvements with a hybrid schedule and in-office days three per week.

You will investigate inquiries, provide actionable recommendations to leaders, and maintain knowledge of firm policies and regulatory standards while delivering high-quality service to clients.

Qualifications

• Experience with client service and handling inquiries.
• Ability to analyze information and identify root causes.
• Familiarity with organizational policies and procedures.

Responsibilities

• Investigate and resolve complex client cases.
• Identify root causes and assess risks.
• Provide recommendations to leaders and stakeholders.
• Maintain knowledge of policies and regulatory codes.

Skills

Client management systems

Verbal communication

Problem analysis

Attention to detail

Education

High School (HS)

Job description

Raymond James is seeking a detail-oriented client service professional to join the CORE Team in the New Accts department in Memphis, TN. The role supports complex client cases, risk assessment, and process improvements with a hybrid schedule and in-office days three per week.

You will investigate inquiries, provide actionable recommendations to leaders, and maintain knowledge of firm policies and regulatory standards while delivering high-quality service to clients.