Sr. Associate - New Accounts: Entity & Foreign Team

Raymond James • Memphis, FL

1d • Hybrid

About The Position

The Sr. Associate is a dual-role member of both the SOS Team and Transitions Team Centers of Excellence within the New Accounts department. The position follows a hybrid-friendly schedule, with three in-office days per week, averaging 12 days per month, in St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. The role carries out administrative and client-service work, including responding to inquiries, maintaining documents and departmental systems, and handling more complex client cases. The position requires a high school education and 7 to 12 months of general experience. Travel is less than 25%.

Requirements

• Completed high school education or equivalent (required).
• 7 to 12 months of general experience.
• Intermediate-level thoroughness and accuracy in completing tasks, typically with guidance.
• Intermediate-level ability to receive, monitor, and serve allocated customers, typically with guidance.
• Intermediate-level ability to understand and use client management systems, typically with guidance.
• Intermediate-level ability to communicate ideas, requests, plans, and policies clearly and effectively, 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 information or refer complex matters to colleagues.
• Contact internal and external parties 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 their use.
• Perform administrative tasks that may include purchasing materials, entering budget information, and recording time and expenses.
• Carry out client-service activities, including handling complex or non-routine client cases and inquiries.

Benefits

• Medical, dental, and vision benefits may be available.
• Life insurance, critical illness insurance, and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings benefits may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

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