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Account Transfer Associate (Service Team) Memphis, TN in Memphis, TN at honor foundations

Date Posted: 12/15/2024

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Memphis, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    12/15/2024

Job Description

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 our Memphis, TN Corporate Office.

Hours: 9am-6pm CT. During training the hours are 8am-5pm CT.

Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.

Job Summary:

Under general supervision, uses developed skills obtained through experience and training to complete the process of external transfers of clients assets. This position is composed of researching complex problems, monitoring work flow, maintaining department statistical information and providing operational support to our clients. Associate in this role are expected to provide excellent customer service, professionalism and superior support to internal and external clients.

Essential Duties and Responsibilities:















Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.

  • Various industry rules and regulations that must be followed when transferring accounts.

  • Other Home Office Operations departments.

  • Various required legal documentation needed to process requests.

    Skill in:

  • Organizational and time management to prioritize workflow and ensure duties and projects are completed by the stated deadline.

  • Reasoning and problem solving to research and resolve complex problems.

  • Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

    Ability to:

  • Work independently and in a team environment, seeks out supervisor when needed.

  • Understand the firm risks when transferring clients assets.

  • Effectively communicate and interact with all levels of management, other associates and counterparts at other firms.

  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

  • Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.

  • Understand the various legal documents required by various companies in order to process client requests.

  • Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system.

  • Interpret financial statements.

    Educational/Previous Experience Requirements:

  • High School diploma or equivalent with a minimum of two (2) years of customer service and/or securities related experience preferred.

    ~or~

  • An equivalent combination of education, experience and/or training.

    Licenses/Certifications:

  • None required.

    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

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873