Sr. Associate - New Accounts: CORE Team

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

Job summary

Raymond James is seeking a detail-oriented client service professional to join the CORE Team in the New Accts department in Memphis, TN. The role supports complex client cases, risk assessment, and process improvements with a hybrid schedule and in-office days three per week.

You will investigate inquiries, provide actionable recommendations to leaders, and maintain knowledge of firm policies and regulatory standards while delivering high-quality service to clients.

Qualifications

• Experience with client service and handling inquiries.
• Ability to analyze information and identify root causes.
• Familiarity with organizational policies and procedures.

Responsibilities

• Investigate and resolve complex client cases.
• Identify root causes and assess risks.
• Provide recommendations to leaders and stakeholders.
• Maintain knowledge of policies and regulatory codes.

Skills

Client management systems

Verbal communication

Problem analysis

Attention to detail

Education

High School (HS)

Job description

Job Description Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI. This role will be part of the CORE Team within the New Accts dept.

Job Description Responsibilities

Investigate and resolve complex client cases, account issues, operational exceptions, and non-routine inquiries by identifying root causes, establishing timelines of events, assessing risks and impacts, and analyzing relevant information. Develop actionable recommendations and present findings, risks, and proposed solutions to leaders and key stakeholders to support business decisions and drive continuous improvement. Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague. Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses. Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

With some guidance, works at an intermediate level to: Achieve thoroughness and accuracy when accomplishing tasks. Receive, monitor, and support assigned customers. Understand and effectively operate client management systems. Express ideas, request actions, and formulate plans and policies through clear and effective verbal communication.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Travel

Less than 25%

Workstyle

Hybrid

Compensation & Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Company Culture

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.