Senior Fee-Based Operations Associate

Raymond James; Memphis (TN); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Raymond James is seeking a detail-oriented operations associate for our Memphis, TN office on a hybrid schedule. The role involves processing fee-based agreements, reconciling systems, and servicing accounts under general supervision. You will act as a liaison between branches and the home office.

Responsibilities include data management, preparing documentation, training teammates, and supporting special projects while maintaining compliance with firm policies.

Qualifications

• Bachelor’s degree or HS diploma required.
• General experience 13 months to 3 years in related roles.
• Hybrid work model with Memphis office location.

Responsibilities

• Process new fee-based agreements and account terminations.
• Answer calls regarding fee-based accounts.
• Research and resolve complex business issues.

Skills

Office software

Data analysis

Problem solving

Education

Bachelor’s degree

High School Diploma

Tools

Spreadsheets

Databases

Job description

Raymond James is seeking a detail-oriented operations associate for our Memphis, TN office on a hybrid schedule. The role involves processing fee-based agreements, reconciling systems, and servicing accounts under general supervision. You will act as a liaison between branches and the home office.

Responsibilities include data management, preparing documentation, training teammates, and supporting special projects while maintaining compliance with firm policies.