Senior Accounts Associate, Plan & Trust Services

Raymond James Financial, Inc.; Memphis (TN); On-site; USD 55,000 - 65,000; Full time

Job summary

Raymond James Financial, Inc. in Memphis is seeking a client-service professional to support inquiries, maintain documentation, and coordinate with colleagues on complex requests. You will learn policies, codes, and procedures while delivering accurate information to callers and correspondents.

The role focuses on producing best-practice documents, managing time and expenses, and handling client cases with guidance to ensure accuracy and compliance.

Qualifications

• Ability to follow policies and procedures with accuracy and thoroughness.
• Experience handling client inquiries with professional communication.
• Familiarity with client management systems and documentation workflows.
• Comfort with coordinating with colleagues to resolve complex requests.

Responsibilities

• Develop working knowledge of relevant policies, procedures, and codes.
• Answer calls and assist inquiries by email or mail, routing complex items as needed.
• Produce and update Microsoft documents and records, including budgets and time entries.
• Carry out client service activities and handle moderately complex inquiries.

Skills

Attention to detail

Customer service

Communication skills

Document management

Job description

Raymond James Financial, Inc. in Memphis is seeking a client-service professional to support inquiries, maintain documentation, and coordinate with colleagues on complex requests. You will learn policies, codes, and procedures while delivering accurate information to callers and correspondents.

The role focuses on producing best-practice documents, managing time and expenses, and handling client cases with guidance to ensure accuracy and compliance.