Senior Associate, Legal Documents — New Accounts

Raymond James; Memphis (TN); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Retirement savings

Job summary

Raymond James is seeking a Sr. Associate in the New Accounts COE to investigate and resolve complex client cases and account issues.

This hybrid role requires working from a Raymond James office location at least three days per week, including Monday or Friday. The successful candidate will interpret procedures, manage regulatory risks, and assist with information requests while supporting the team through training and knowledge sharing.

Qualifications

• High School diploma completed is required.
• 7 to 12 months of general experience in a related role.
• Ability to interpret procedures, assess risks, and communicate findings clearly.

Responsibilities

• Investigate and resolve complex client cases and account issues with root-cause analysis.
• Interpret procedures and regulatory standards, escalating risks as needed.
• Assist with information requests via email or mail and coordinate with senior staff.
• Support team effectiveness through knowledge sharing and training.
• Produce updates on documents and databases and support client services for complex inquiries.

Skills

Attention to detail

Client management systems

Verbal communication

Problem solving

Escalation awareness

Adaptability

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James is seeking a Sr. Associate in the New Accounts COE to investigate and resolve complex client cases and account issues.

This hybrid role requires working from a Raymond James office location at least three days per week, including Monday or Friday. The successful candidate will interpret procedures, manage regulatory risks, and assist with information requests while supporting the team through training and knowledge sharing.