Sr. Associate - New Accounts: Plan & Trust Team

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 30,000 - 40,000; Full time

Job summary

Raymond James is seeking a detail-oriented professional for a role with a hybrid schedule. In-office days are three per week, averaging 12 days per month, in Memphis, TN, or other locations including St. Petersburg, FL and Southfield, MI.

You will handle client inquiries, document management, and support on policies, procedures, and regulatory codes, with emphasis on accuracy and client service.

Qualifications

• High School diploma is required.
• General experience: 7–12 months.
• Travel less than 25%

Responsibilities

• Develop working knowledge of policies and regulatory codes relevant to own work, adhering to procedures to ensure standards.
• Answer calls and assist inquiries by phone or email, directing complex matters to colleagues as necessary.
• Initiate internal and external contact to convey requests or obtain information for a senior colleague.
• Produce, update and provide best‑practice support on Microsoft documents, databases and other departmental systems (e.g., purchasing materials, budgeting, time/expenses).
• Carry out client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

Verbal communication

Customer service

Client management systems

Documentation & data entry

Education

High School diploma

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 averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI.

Job Description Responsibilities

• 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.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel Less than 25%

Workstyle

Hybrid

Total Compensation

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.

Benefits

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.

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 firm

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

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.