Sr. Associate - New Accounts: Plan & Trust Team

Raymond James•Memphis, TN

8d•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 averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI. This role will be part of the Plan & Trust Team within the New Accounts dept, reporting to Kendra Jones.

Requirements

Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.
Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance.
Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.
Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.
High School (HS) (Required)
General Experience - 7 to 12 months

Responsibilities

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary.
Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems.
Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.