Sr. Associate - New Accounts: Legal Documents Team

Raymond James•Memphis, FL

1d•Hybrid

About The Position

The Sr. Associate will be part of the Legal Documents COE within the New Accounts department. The position follows a hybrid-friendly schedule, with three in-office days per week in St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. The associate handles varied inquiries and client service activities, including more complex or non-standard cases, while supporting senior colleagues and departmental systems.

Requirements

High school education or equivalent (required).
General experience of 7 to 12 months.
Intermediate-level thoroughness and accuracy in completing tasks, typically with guidance.
Intermediate-level ability to receive, monitor, and handle allocated customers, typically with guidance.
Intermediate-level ability to understand and use client management systems, typically with guidance.
Intermediate-level verbal communication skills for expressing ideas, requesting actions, and formulating plans and policies, typically with guidance.

Responsibilities

Develop working knowledge of organizational policies and procedures and relevant regulatory codes and codes of conduct, and follow mandatory procedures and required standards.
Answer telephone, email, and mail inquiries; provide requested information and refer more complex matters to colleagues as necessary.
Initiate internal and external contact to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
Produce and update Microsoft documents, databases, and other departmental systems, and provide best-practice support for them.
Carry out administrative tasks that may include purchasing materials, entering budgetary information, and recording time and expenses.
Perform client service activities, including handling client cases and inquiries that are more complex or outside the norm.