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Job Snapshot
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Employee Type:
Full-Time -
Location:
Memphis, TN -
Experience:
Not Specified -
Date Posted:
8/29/2024
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.
Job Summary
Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs by researching and resolving escalated issues associated with client accounts. Resolves and recommends solutions to moderately complex problems that arise with the FAs, their clients, branch administration, and/or other Raymond James departments.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Basic office and branch practices, procedures and methods.
Account types and industry operations in general.
Back office systems.
Consolidated Order Entry Main contact.
Skill in
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
Detail orientation to ensure quality standards are met without impairing workflow.
Follow-up to ensure resolution and completion of tasks.
Ability to
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Use effective oral and written communication skills sufficient enough to communicate and interact effectively with Financial Advisors and branch associates.
Constructively work under stress and pressure when faced with high workloads and deadlines.
Handle situations that require de-escalation in high volume circumstances.
Multi-task between several different functions daily.
Educational/Previous Experience Requirements
Education/Previous Experience
Bachelor%26rsquos degree and two (2) years of service industry experience, preferably in the financial services field
OR ~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 License or ability to obtain within six (6) months
Series 63 or 66 License or ability to obtain within six (6) months
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
