Associate, Managed Customer Accounts | Memphis, TN | 7:30am-4pm CT
17 hours ago
Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Hours: Monday-Friday | 7:30am-4pm CT
Job Summary
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.
Essential Duties and Responsibilities
* Performs a variety of operational procedures within the department, which may include account reconciliation, account deposits and distribution requests, security requests, and other assigned tasks.
* Reviews account activity and branch requests, processes deposits and distributions in a fast-paced environment.
* Answers calls and questions regarding managed accounts.
* Researches and provides resolution on basic departmental business issues.
* Reviews incoming emails and documents, taking appropriate action when needed which can include
* cash, margin, basic and advanced security transactions.
* Sends notices to AMS Trading to act on requests.
* Communicates with branches and advisors when needed.
* Maintains a variety of data files and records.
* Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
* Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.
* Process flows within specific assigned functional area.
* Regulations for specific assigned functional area.
Skill in
* Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
* Analyzing data to identify discrepancies.
* Problem solving.
Ability to
* Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
* Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
* Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
* Have a high attention to details.
Educational/Previous Experience Requirements
Education/Previous Experience
* High School Diploma or equivalent and a minimum of two (2) years' experience in customer service or the financial services industry.
* OR ~
* Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
* None required.
-
Memphis, United States Raymond James Financial, Inc. Full time**Description** **Hybrid Work Environment:** 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. **Hours** : Monday-Friday | 7:30am-4pm CT **This position will be part of the Cash Distributions team within the Managed Customer Accounts dept.** **Job Summary** Under general supervision,...
-
Memphis, United States Raymond James Financial Incorporated Full timeHybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. Hours: Monday-Friday | 7:30am-4pm CT Job Summary Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and...
-
Associate, Advisory
1 week ago
Memphis, United States Raymond James Full timeJob Description!*!Position Start Date: February 3, 2025This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office.Hours: Monday-Friday | 7:30am-4pm CTJob SummaryUnder general supervision,...
-
Associate, Advisory
5 days ago
Memphis, TN, United States Raymond James Full timeJob Description!*!Position Start Date: February 3, 2025This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office.Hours: Monday-Friday | 7:30am-4pm CTJob SummaryUnder general supervision,...
-
Memphis, United States Raymond James Financial Full timeUnder general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and prioriti Associate, Account, Customer, Operations, Retail
-
Memphis, United States Raymond James Financial Services Full timeUnder general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and prioriti Associate, Account, Customer, Operations, Retail
-
Customer Account Associate | Memphis, TN
3 weeks ago
Memphis, United States Raymond James Financial Incorporated Full timeThis position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office. Job Summary: Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and...
-
Quality Assurance Associate, Advisory
15 hours ago
Memphis, United States Raymond James Financial Services Full timeDescription Position Start Date: February 3, 2025 This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office. Hours : Monday-Friday | 7:30am-4pm CT Job Summary Under general supervision,...
-
Memphis, United States Raymond James Full timeJob Description!*!Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office.Hours: Monday-Friday | 11:00am-8:00pm CTOccasional weekend work (1 weekend day assigned...
-
Travel CT Tech in Memphis, TN
3 weeks ago
memphis, United States Marvel Medical Staffing Full timeSpecialty: CT TechLocation: Memphis, TNStart date: ASAPDuration: 13 weeksShift type: DaysWeekly gross pay: Contact us for more information!
-
Travel CT Tech in Memphis, TN
3 months ago
Memphis, United States Marvel Medical Staffing Full timeSpecialty: CT TechLocation: Memphis, TNStart date: ASAPDuration: 13 weeksShift type: DaysWeekly gross pay: Contact us for more information!
-
Travel CT Tech in Memphis, TN
3 months ago
Memphis, United States Marvel Medical Staffing Full timeSpecialty: CT TechLocation: Memphis, TNStart date: ASAPShifts per week: Duration: 13 weeksShift type: NightsWeekly gross pay: Contact us for more information!
-
Account Manager or Account Manager Associate
4 weeks ago
Memphis, United States Applied Medical Full timeApplied Medical is a new generation medical device company with a proven business model and commitment to innovation fueled by rapid business growth and expansion. Our company has been developing and manufacturing advanced surgical technologies for over 35 years and has earned a strong reputation for excellence in the healthcare field. Our unique business...
-
Account Manager or Account Manager Associate
4 weeks ago
Memphis, United States Applied Medical Full time_________________________________________________________________________________: Applied Medical is a new generation medical device company with a proven business model and commitment to innovation fueled by rapid business growth and expansion. Our company has been developing and manufacturing advanced surgical technologies for over 35 years and has earned...
-
Account Manager or Account Manager Associate
6 months ago
Memphis, United States Applied Medical Full time_________________________________________________________________________________: Applied Medical is a new generation medical device company with a proven business model and commitment to innovation fueled by rapid business growth and expansion. Our company has been developing and manufacturing advanced surgical technologies for over 35 years and has earned...
-
Account Manager or Account Manager Associate
4 weeks ago
Memphis, United States Applied Medical Full timeApplied Medical is a new generation medical device company with a proven business model and commitment to innovation fueled by rapid business growth and expansion. Our company has been developing and manufacturing advanced surgical technologies for over 35 years and has earned a strong reputation for excellence in the healthcare field. Our unique business...
-
Strategic HR Manager
4 weeks ago
Memphis, Tennessee, United States Walmart Full timeJob TitleStrategic HR Manager - Memphis, TNCompany OverviewAt Walmart, we believe that our success is directly tied to the success of our associates, customers, and communities. We're committed to creating a workplace that fosters growth, inclusivity, and opportunities for all. As a Strategic HR Manager, you'll play a critical role in shaping our HR strategy...
-
Travel CT Tech in Memphis, TN
3 weeks ago
memphis, United States GO Healthcare Staffing Inc Full timeOur client in Memphis TN has a 10HR DAY travel position for an Allied traveler with current CT Tech - experience. The ideal candidate must have at least 2 years of experience, with active Allied license and BLS and/or ACLS (if required) certified by the American Heart Association What makes Go Healthcare Staffing Different?From the first conversation with...
-
Account Transfer Associate
4 weeks ago
Memphis, United States Raymond James Financial Incorporated Full timeThis position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Memphis, TN Corporate Office. Hours: 9am-6pm CT. During training the hours are 8am-5pm CT. Onsite Training Requirement: First 30 days required to be onsite...
-
Account Transfer Associate
2 weeks ago
Memphis, United States Raymond James Financial Incorporated Full timeThis 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 our Memphis, TN Corporate Office. Hours: 9am-6pm CT. During training the hours are 8am-5pm CT. Onsite Training Requirement: First 30 days required to be onsite...