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Job Snapshot
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Employee Type:
Full-Time -
Location:
Memphis, TN -
Job Type:
-
Experience:
Not Specified -
Date Posted:
9/26/2024
Job Description
Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Hours: Monday-Friday %7C 7:30am-4pm CT
This position will be part of the Cash Distributions team within the Managed Customer Accounts dept.
Job Summary
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.
Process flows within specific assigned functional area.
Regulations for specific assigned functional area.
Skill in
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyzing data to identify discrepancies.
Problem solving.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Have a high attention to details.
Educational/Previous Experience Requirements
Education/Previous Experience
High School Diploma or equivalent and a minimum of two (2) years%26rsquo experience in customer service or the financial services industry.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
None required.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s 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
