Senior Associate - Client Solutions & Compliance (Hybrid)

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

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Retirement savings plan

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a hybrid-oriented specialist in Memphis to serve as a subject matter expert for internal and external clients, including financial advisors and sales assistants. You will analyze data, address moderately complex issues, and mentor junior colleagues while improving workflows and procedures.

The role emphasizes strong customer service, cross-location collaboration, and adherence to policies. In-office days are three per week at locations in St.

Qualifications

• High School diploma required.
• 7–12 months general work experience.
• Hybrid work arrangement and ability to collaborate across locations.

Responsibilities

• Subject matter expert for internal and external clients, including financial advisors and sales assistants.
• Process and answer questions on moderately complex issues, analyzing data for corrective actions.
• Mentor and train less experienced associates and support training for specific functions.
• Handle customer service tasks and complex inquiries via phone, email, or mail.
• Produce and maintain best-practice documentation using Microsoft docs and databases.

Skills

Detail orientation

Phone handling

Interpersonal communication

Analytical thinking

Customer service

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James Financial, Inc. is seeking a hybrid-oriented specialist in Memphis to serve as a subject matter expert for internal and external clients, including financial advisors and sales assistants. You will analyze data, address moderately complex issues, and mentor junior colleagues while improving workflows and procedures.

The role emphasizes strong customer service, cross-location collaboration, and adherence to policies. In-office days are three per week at locations in St.