Thecentermemphis
Job Description Summary
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. After the training period, in-office days will be 3 per week, averaging 12 days per month in our Memphis, TN, location. Training: During the 16-week training period, associates will be expected to be in the office Monday-Thursday and train from home on Fridays. Training hours will be from 8am-5pm.
Job Description Responsibilities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues for advisory and managed accounts.
Advisor Support: Serve as the primary point of contact for advisor inquiries, providing accurate information about their account opening requirements.
Field questions and resolve issues from various internal departments and branches.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
Skills
Works at a basic level to achieve thoroughness and accuracy when accomplishing a task. Typically works under close supervision.
Works at a basic level to receive, monitor and deal with all allocated customers. Typically works under close supervision.
Works at a basic level to understand and operate effectively all client management systems. Typically works under close supervision.
Works at a basic level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works under close supervision.
Education High School (HS) (Required)
Work Experience General Experience - 4 to 6 months
Certifications Travel Less than 25%
Workstyle Hybrid
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
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Job Description Responsibilities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues for advisory and managed accounts.
Advisor Support: Serve as the primary point of contact for advisor inquiries, providing accurate information about their account opening requirements.
Field questions and resolve issues from various internal departments and branches.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
Skills
Works at a basic level to achieve thoroughness and accuracy when accomplishing a task. Typically works under close supervision.
Works at a basic level to receive, monitor and deal with all allocated customers. Typically works under close supervision.
Works at a basic level to understand and operate effectively all client management systems. Typically works under close supervision.
Works at a basic level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works under close supervision.
Education High School (HS) (Required)
Work Experience General Experience - 4 to 6 months
Certifications Travel Less than 25%
Workstyle Hybrid
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
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr