Reporting Coordinator (Capital Access)

Raymond James; Memphis (TN); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Raymond James is seeking a highly organized contractor to join the operations team in Memphis. You will manage time-sensitive daily reports and handle confidential client information while delivering exceptional service to high-net-worth clients and financial advisors.

The role involves phone support for clients, collaboration in virtual and in-person meetings, and leveraging advanced Microsoft Office skills to maintain accuracy and efficiency throughout the workday.

Qualifications

• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor with a focus on client satisfaction.
• Comfortable working with high-net-worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to fully engage in team meetings, both virtual and in-person.
• High school diploma or equivalent required and a minimum of 3 years of client services experience.

Responsibilities

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.

Skills

Client service experience

MS Office proficiency

Verbal and written communication

Decision making under pressure

Professional demeanor

Handling confidential data

Team meeting participation

High-school diploma + 3 yrs experience

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Excel

Outlook

Word

Job description

Job Summary

We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.

Essential Duties And Responsibilities

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.

Knowledge, Skills, And Abilities

• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor with a focus on client satisfaction.
• Comfortable working with high-net-worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to fully engage in team meetings, both virtual and in-person.
• High school diploma or equivalent required and a minimum of 3 years of client services experience.

This is the pay range that Magnit reasonably expects to pay for this position: $18.30/hour - $24.17/hour

Benefits

• Benefits: Medical, Dental, Vision, 401K