Associate, Advisory-Managed New Accounts

Raymond James • Memphis, TN

4d • Hybrid

About The Position

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in one of the following Corporate offices: Memphis, TN; St Petersburg, FL. Training: During the 16-week training period, associates will be expected to be in-office Monday-Thursday, and training from home on Fridays. Training hours will be from 8am-5pm. We are seeking a detail-oriented and solutions-driven professional to join our team. This role involves researching and resolving a variety of issues by navigating multiple systems, collaborating with internal departments, and maintaining strong communication with branches and Financial Advisors. The ideal candidate will be responsible for opening new accounts on our managed, fee-based account platform and addressing moderate to complex client and operational issues. Strong verbal and written communication skills are essential, as this position requires clear and effective interaction across multiple stakeholders.

Requirements

• 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.
• High School (HS)
• General Experience - 4 to 6 months

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees