Hybrid Senior Associate — Client & Operations Support

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 30,000 - 40,000; Full time

Job summary

Raymond James is seeking a detail-oriented professional for a role with a hybrid schedule. In-office days are three per week, averaging 12 days per month, in Memphis, TN, or other locations including St. Petersburg, FL and Southfield, MI.

You will handle client inquiries, document management, and support on policies, procedures, and regulatory codes, with emphasis on accuracy and client service.

Qualifications

• High School diploma is required.
• General experience: 7–12 months.
• Travel less than 25%

Responsibilities

• Develop working knowledge of policies and regulatory codes relevant to own work, adhering to procedures to ensure standards.
• Answer calls and assist inquiries by phone or email, directing complex matters to colleagues as necessary.
• Initiate internal and external contact to convey requests or obtain information for a senior colleague.
• Produce, update and provide best‑practice support on Microsoft documents, databases and other departmental systems (e.g., purchasing materials, budgeting, time/expenses).
• Carry out client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

Verbal communication

Customer service

Client management systems

Documentation & data entry

Education

High School diploma

Job description

Raymond James is seeking a detail-oriented professional for a role with a hybrid schedule. In-office days are three per week, averaging 12 days per month, in Memphis, TN, or other locations including St. Petersburg, FL and Southfield, MI.

You will handle client inquiries, document management, and support on policies, procedures, and regulatory codes, with emphasis on accuracy and client service.