Hybrid Plan & Trust Associate

Raymond James Financial, Inc.; Memphis (TN); Hybrid; USD 34,000 - 42,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a hybrid-based team member in Memphis, TN, for the New Accounts department. The role supports policy adherence, responds to inquiries by phone and email, and assists colleagues on more complex matters.

Responsibilities include producing and updating Microsoft documents and databases, managing client cases, and providing best-practice support across systems while maintaining accuracy. HS diploma and 7–12 months general experience are required.

Qualifications

• HS diploma required.
• 7–12 months general work experience preferred.
• Hybrid work style with in-office days three per week.

Responsibilities

• Answer phone calls and respond to email or mail inquiries; route complex issues to specialists.
• Prepare, update, and maintain Microsoft documents and departmental databases and systems.
• Handle client service activities and cases, including more complex inquiries, with accuracy and courtesy.

Skills

Customer service

Phone handling

Data entry

Microsoft Office

Education

High School diploma

Tools

CRM systems

Job description

Raymond James Financial, Inc. is seeking a hybrid-based team member in Memphis, TN, for the New Accounts department. The role supports policy adherence, responds to inquiries by phone and email, and assists colleagues on more complex matters.

Responsibilities include producing and updating Microsoft documents and databases, managing client cases, and providing best-practice support across systems while maintaining accuracy. HS diploma and 7–12 months general experience are required.