This site uses cookies. To find out more, see our Cookies Policy
x
x

Customer Account Associate Memphis, TN in Memphis, TN at honor foundations

Date Posted: 11/12/2024

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Memphis, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/12/2024

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 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office.

Job Summary:

Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FAs), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Assists less experienced liaisons in their training and development. Monitors reports related to account issues, maintains accurate record keeping to meet Exchange and Firm requirements; notifies FA on actions concerning client accounts.

Essential Duties and Responsibilities:










Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.

  • Compliance, with an eye for situations that could present risk to the firm.

    Skill in:

  • Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms.

  • Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service.

    Ability to:

  • Project a professional demeanor to train associates on new duties and tasks.

  • Work thorough complicated activity

  • Work independently and in cooperation with supervisor.

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

    Educational/Previous Experience Requirements:

  • High School Diploma or equivalent.

    ~or~

  • Any equivalent combination of education, experience 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'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

    • footerLogo

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