Senior Associate, Client Operations & Mentoring

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision benefits

Life insurance

Critical illness

Disability benefits

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James in Memphis, TN, is seeking a knowledgeable client operations specialist on a hybrid schedule (3 days in office). The role supports financial advisors and sales assistants, handling complex client inquiries and data-driven issues while collaborating with Legal and Compliance teams.

The position emphasizes mentoring, policy development, and process improvement, with a focus on accurate recordkeeping and responsive service to clients and colleagues.

Qualifications

• High School diploma required; knowledge of securities operations preferred.
• Experience in customer service or financial services is a plus.
• Ability to analyze data and explain findings clearly.

Responsibilities

• Serve as SME for internal and external clients including financial advisors and support staff.
• Process and answer questions on moderately complex issues with data-driven actions.
• Mentor less experienced associates and support training activities.
• Assist in establishing policies and improving workflows and recordkeeping.
• Provide timely, accurate responses via phone and email and escalate when needed.

Skills

Customer service

Communication skills

Data analysis

Mentoring

Regulatory knowledge

Interpersonal skills

Problem solving

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James in Memphis, TN, is seeking a knowledgeable client operations specialist on a hybrid schedule (3 days in office). The role supports financial advisors and sales assistants, handling complex client inquiries and data-driven issues while collaborating with Legal and Compliance teams.

The position emphasizes mentoring, policy development, and process improvement, with a focus on accurate recordkeeping and responsive service to clients and colleagues.