Customer Account Associate | Memphis, TN

Raymond James•Memphis, TN

7d•Hybrid

About The Position

In a dynamic call center environment, the Customer Account Associate serves as a link between branch offices and the Home Office, providing account servicing and support. The role reviews, updates, and maintains client accounts while following firm policies, regulatory standards, and collection procedures. The associate monitors account activity, resolves escalated issues, supports internal associates and Financial Advisors with client needs, and recommends solutions to moderately complex problems. The role also includes mentoring less experienced colleagues, maintaining accurate records in accordance with exchange and firm requirements, and interacting frequently with internal clients to support satisfaction and operational integrity. The position follows a hybrid schedule, with three in-office days per week at the Memphis, Tennessee Corporate Office. Travel is less than 25%.

Requirements

High school education is required; listed degree areas include Accounting, Business Administration, and Finance.
General experience of 4 to 6 months.
Knowledge of compliance and ability to recognize situations that could present risk to the firm.
Clear and effective verbal communication skills.
Ability to use standard office equipment, software packages, and customer management systems.
Ability to organize, prioritize, and oversee activities under supervision.
Ability to analyze data from multiple sources and make suitable recommendations under supervision.
Ability to provide customer service and manage allocated customer interactions under supervision.
Ability to follow policies, procedures, regulatory codes, and internal codes of conduct.

Responsibilities

Assist with requests for information and refer more complex matters to colleagues.
Answer telephone, email, and mail inquiries, handling basic requests and directing complex matters as needed.
Carry out standard customer service activities and handle simple customer inquiries.
Enter data into company and branch systems; review and verify information for accuracy and accessibility, including documenting counter transactions.
Maintain files and records.
Organize daily work in line with changing priorities.
Follow required procedures and adhere to external regulatory codes and internal codes of conduct.
Develop and maintain procedural and technical skills through assessments, development planning, training, and coaching.
Review, update, and maintain client accounts while monitoring account activity.
Resolve escalated issues, assist internal associates and Financial Advisors with client support needs, and recommend solutions to moderately complex problems.
Mentor less experienced colleagues and maintain records in accordance with exchange and firm requirements.
Provide positive customer interactions, navigate service conversations, and identify sales opportunities during service interactions.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Additional compensation may include cash or equity, discretionary bonuses, or commissions