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Customer Accounts Associate

4 months ago

Saint Petersburg, United States Raymond James Financial, Inc. Full time

**Job Summary**:
This role will be responsible for providing back-end administrative support to the Customer Accounts department.

**Essential Duties and Responsibilities**
- Perform high volume tasks within branch facing platforms to aid in the timely execution of requests
- Reviews, maintains and services all customer account records. Maintains records of accounts as required by regulatory bodies and departmental procedures.
- Assist with high volume handling and mailing of checks.
- Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk accounts and situations.
- May perform other duties or responsibilities as assigned

**Knowledge, Skills, and Abilities**:

- At least 2 years of recent experience in a high volume processing/data entry role
- Recent experience within the financial services/banking industry
- Professional and clear written and verbal communication skills; ability to use proper grammar and spelling at all times
- Strong attention to detail
- Strong follow-up skills
- Ability to navigate through numerous systems at once
- Team player - willing to jump in to help others once they are finished with their own tasks
- Proficient with Microsoft Office products (Word, Outlook, basic Excel)
- Minimum of a High School Diploma or equivalent, Bachelor's Degree is a plus

This is the pay range that Magnit reasonably expects to pay for this position: $16.88/hour - $22.50/hour

Benefits: Medical, Dental, Vision, 401K
**QUALIFICATION/LICENSURE**
**Work Authorization**: US Citizen, Other valid work visa

**Preferred years of experience**: 2 years

**Travel required**: No travel required

**Shift timings**: 9 AM to 6 PM