Sr. Associate - New Accounts: Plan & Trust Team

Raymond James Financial, Inc.; Memphis (TN); Hybrid; USD 34,000 - 42,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a hybrid-based team member in Memphis, TN, for the New Accounts department. The role supports policy adherence, responds to inquiries by phone and email, and assists colleagues on more complex matters.

Responsibilities include producing and updating Microsoft documents and databases, managing client cases, and providing best-practice support across systems while maintaining accuracy. HS diploma and 7–12 months general experience are required.

Qualifications

• HS diploma required.
• 7–12 months general work experience preferred.
• Hybrid work style with in-office days three per week.

Responsibilities

• Answer phone calls and respond to email or mail inquiries; route complex issues to specialists.
• Prepare, update, and maintain Microsoft documents and departmental databases and systems.
• Handle client service activities and cases, including more complex inquiries, with accuracy and courtesy.

Skills

Customer service

Phone handling

Data entry

Microsoft Office

Education

High School diploma

Tools

CRM systems

Job description

Job Description SummaryThis 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 averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI.This role will be part of the Plan & Trust Team within the New Accounts dept, reporting to Kendra Jones.Job DescriptionResponsibilities• 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• Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.• Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance.• Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.• Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.EducationHigh School (HS) (Required)Work ExperienceGeneral Experience - 7 to 12 monthsCertificationsTravelLess than 25%WorkstyleHybridThe 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.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.We expect our associates at all levels to:• 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 firmAt 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.#LI-CA1