Sr. Associate - New Accounts: SOS & Transitions Team

Raymond James•Southfield, MI

21h•Hybrid

About The Position

The Sr. Associate is a dual-role member of the SOS Team and Transitions Team Centers of Excellence within the New Accounts department. The position follows a hybrid schedule, with three in-office days per week, averaging 12 days per month, at one of the listed locations: St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. The associate handles client service activities, including complex or nonstandard client cases and inquiries, and provides administrative and departmental systems support.

Requirements

High school education or equivalent is required.
General work experience of 7 to 12 months.
Intermediate-level accuracy and thoroughness, typically working with guidance.
Intermediate-level ability to receive, monitor, and handle allocated customers, typically working with guidance.
Intermediate-level ability to understand and operate client management systems, typically working with guidance.
Intermediate-level verbal communication skills to express ideas, request actions, and formulate plans and policies clearly and effectively, typically working with guidance.

Responsibilities

Develop working knowledge of organizational policies and procedures and of regulatory codes and codes of conduct relevant to the work, and follow mandatory procedures to meet required standards.
Answer telephone, email, and mail inquiries; provide information or direct complex matters to colleagues as needed.
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.
Perform tasks that may include purchasing materials, entering budgetary information, and recording time and expenses.
Carry out client service activities, including handling more complex or nonstandard client cases and inquiries.