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Capital Access Associate in Memphis, TN at honor foundations

Date Posted: 11/5/2024

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Memphis, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/5/2024

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 one of the following locations: Memphis, TN or Southfield, MI.

Hours for Southfield, MI: This position requires 1-2 shifts from 11am-8pm or 10am-7pm ET per week, with 8am-5pm ET on the other days.

Hours for Memphis, TN: This position requires 1-2 shifts from 10am-7pm or 9am-6pm CT per week, with 8am-5pm CT on the other days.

Job Summary:

Under general supervision, you will provide professional service and timely, accurate responses to client account inquiries. You will also serve as a liaison between branch support staff and financial advisors. You will engage in significant client communication through phone calls with branches, home offices, clients, and vendors to address and solve intricate problems that necessitate thorough investigation.

Essential Duties and Responsibilities:












Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Basic concepts, principles and practices of excellent customer service.

  • General office practices and procedures.

  • Comprehensive knowledge of Raymond James products.

    Skill in:

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

  • In-house and vendor systems.

  • Problem solving skills sufficient to effectively analyze, research and resolve issues.

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

    Ability to:

  • Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

  • Provide a high level of customer service.

  • Research and resolve problems in a timely manner.

  • Assist in the training and support of new department associates.

  • Attend to detail.

  • Work in a fast-paced environment with frequent interruptions and changing priorities.

    Educational/Previous Experience Requirements:

  • High School diploma or equivalent and minimum two (2) years’ experience in business and/or customer service.

    ~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

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