Hybrid Plan & Trust Associate – New Accounts

Raymond James; Memphis (TN); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Memphis, TN, offers a hybrid work schedule with in-office days three per week across St. Petersburg, FL, Memphis, TN, or Southfield, MI. The role sits in the Plan & Trust Team within New Accounts and reports to Kendra Jones.

The position emphasizes client service, adherence to policies, and collaborative support for senior staff. It involves producing documents, handling inquiries, and maintaining departmental systems to ensure accurate, timely responses.

Qualifications

• HS diploma required to perform role responsibilities.
• General Experience - 7 to 12 months in a related service or coordination function.

Responsibilities

• Develop knowledge of policies and procedures and regulatory codes relevant to work.
• Answer calls and assist inquiries by email or mail, directing complex matters to colleagues.
• Produce and update Microsoft documents, databases, and departmental systems.
• Carry out client service activities including handling nuanced client inquiries.

Skills

Client service

Communication

Documentation

Policy adherence

Education

High School (HS) (Required)

Tools

Microsoft Office

Databases

Job description

Raymond James in Memphis, TN, offers a hybrid work schedule with in-office days three per week across St. Petersburg, FL, Memphis, TN, or Southfield, MI. The role sits in the Plan & Trust Team within New Accounts and reports to Kendra Jones.

The position emphasizes client service, adherence to policies, and collaborative support for senior staff. It involves producing documents, handling inquiries, and maintaining departmental systems to ensure accurate, timely responses.