Senior Associate, New Accounts — Entity & Foreign (Hybrid)

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

Job summary

Raymond James in Memphis, TN is seeking a Sr. Associate to join the Entity & Foreign Team / COE within the New Accounts department. This role operates in a hybrid workstyle, requiring at least three days in the office weekly, including either Monday or Friday.

The associate will handle complex client cases, apply regulatory standards, and support training and process improvements across client service activities.

Qualifications

• Strong attention to detail and thoroughness in task completion.
• Ability to receive, monitor, and support all assigned customers.
• Familiarity with client management systems and documentation requirements.
• Clear verbal communication to express ideas and actions.
• Know when to escalate or seek guidance for complex or risky situations.

Responsibilities

• Investigate and resolve complex client cases, account issues, and non-routine inquiries by identifying root causes and presenting actionable recommendations.
• Interpret New Accounts procedures and regulatory standards, recognizing risks and elevating matters appropriately.
• Assist callers or email/mail inquiries with information requests, resolving complex inquiries within authority and escalating high-risk issues.
• Support team effectiveness by sharing knowledge and assisting with training and onboarding.
• Produce and update best-practice documents and maintain departmental systems.

Skills

Attention to detail

Customer support

Client management systems

Verbal communication

Decision escalation

Adaptability

Education

High School (HS) - Completed

Tools

Microsoft documents

Databases

Job description

Raymond James in Memphis, TN is seeking a Sr. Associate to join the Entity & Foreign Team / COE within the New Accounts department. This role operates in a hybrid workstyle, requiring at least three days in the office weekly, including either Monday or Friday.

The associate will handle complex client cases, apply regulatory standards, and support training and process improvements across client service activities.