Customer Account Associate | Memphis, TN

Raymond James • Memphis, TN

6d • Hybrid

About The Position

The Customer Account Associate works in a dynamic call center environment and 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. It monitors account activity, assists internal associates and Financial Advisors with client support needs, resolves escalated issues, and recommends solutions to moderately complex problems. The associate also maintains accurate records and may mentor less experienced colleagues. The position is hybrid, with three in-office days each week at the Memphis, Tennessee Corporate Office.

Requirements

• High school education is required; listed bachelor's degree fields include Accounting, Business Administration, and Finance.
• General experience of 4 to 6 months.
• Ability to follow compliance procedures and recognize situations that could present risk to the firm.
• Clear and effective verbal communication skills.
• Ability to use standard office equipment, software, and client management systems.
• Basic thoroughness and accuracy in completing tasks.
• Ability to receive, monitor, and assist allocated customers under close supervision.
• Ability to organize and prioritize work under supervision.
• Ability to analyze data and prepare information for reports under supervision.
• Ability to provide customer service and navigate customer conversations using an open, learn, reply, and close approach.
• Travel less than 25%.

Responsibilities

• Assist with information requests and refer 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 it for accuracy and accessibility, and handle and document counter transactions.
• Maintain files and records in accordance with exchange and firm requirements.
• Organize daily work in line with changing priorities.
• Follow mandatory procedures and adhere to external regulatory codes and internal codes of conduct.
• Participate in assessment, development planning, training, and coaching to maintain procedural and technical skills.
• Monitor account activity and support compliance with firm policies, regulatory standards, and collection procedures.
• Assist internal associates and Financial Advisors with client support needs and resolve escalated issues.
• Recommend solutions to moderately complex problems.
• Support team development by mentoring less experienced colleagues.
• Work to ensure positive customer interactions and satisfaction while maintaining operational integrity.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED