Senior New Accounts & Client Operations Associate

Raymond James; Memphis (TN); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Job summary

Raymond James is seeking a Sr. Associate to join the Plan & Trust Team within New Accounts in a hybrid role, working from an office location at least three days per week with Monday or Friday on-site presence.

The Sr. Associate will support complex client cases, regulatory alignment, and process improvements while collaborating across departments to deliver high-quality client service.

Qualifications

• High School (HS) - Completed (Required).
• General Experience - 7 to 12 months.
• Less than 25% travel.

Responsibilities

• Investigate and resolve complex client cases, account issues, operational exceptions, and non-routine inquiries by determining root causes, assessing risks and impacts, and analyzing relevant information. Present findings and actionable recommendations to leaders and stakeholders to support informed decisions and continuous improvement.
• Apply sound judgment to interpret New Accounts procedures, documentation requirements, and applicable regulatory or compliance standards. Recognize operational, client, financial, regulatory, and reputational risks and elevate matters through the appropriate channels when needed.
• Assist callers or those making varied inquiries by email or mail with any requests for information, resolving complex inquiries within authority and escalating matters involving heightened risk. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
• Support team effectiveness by sharing knowledge, providing peer guidance, and assisting with training, onboarding, cross‑training, or reinforcement of process changes, as business needs require.
• Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems.
• Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

Client case handling

Regulatory awareness

Email/phone support

Training & onboarding

MS Documents

Database systems

Education

High School diploma - completed

Job description

Raymond James is seeking a Sr. Associate to join the Plan & Trust Team within New Accounts in a hybrid role, working from an office location at least three days per week with Monday or Friday on-site presence.

The Sr. Associate will support complex client cases, regulatory alignment, and process improvements while collaborating across departments to deliver high-quality client service.