Current jobs related to Account Transfer Associate - Memphis - Raymond James Financial Incorporated

  • Account Transfer Associate

    3 weeks ago

    Memphis, United States Raymond James Financial, Inc. Full time

    DescriptionThis 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.Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.Job Summary:Under general supervision, uses...

  • Account Transfer Associate

    3 weeks ago

    Memphis, United States Raymond James Financial, Inc. Full time

    DescriptionThis 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.Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.Job Summary:Under general supervision, uses...

  • Account Associate

    2 weeks ago

    Memphis, Tennessee, United States Southern Security Federal Credit Union Full time

    Account Associate Job DescriptionWe are seeking an experienced Account Associate to join our team at Southern Security Federal Credit Union. This role is crucial in delivering exceptional member experiences, maintaining financial accuracy, and upholding our credit union's values.Key Responsibilities:Cash Handling and Transactions: Process various financial...

  • Account Associate

    2 weeks ago

    Memphis, Tennessee, United States Southern Security Federal Credit Union Full time

    Role SummaryThe Account Associate will play a vital role in providing exceptional member experiences at Southern Security Federal Credit Union, a Collierville-based regional credit union. This position is responsible for handling various financial transactions, including deposits, withdrawals, and loan payments.Key Responsibilities:Cash Handling: Process...

  • Accounting Associate Professional

    3 weeks ago

    Memphis, Tennessee, United States Kelly Services Inc Full time

    Job OverviewKelly Services Inc is seeking an experienced Accounting Associate to support the growth of our accounting team in Memphis, Tennessee. The successful candidate will perform various accounting duties and provide timely financial information to facilitate business decisions.

  • Employee Benefits Account Associate

    1 month ago

    Memphis, United States Adams Keegan Full time

    The Account Associate will provide support to the Account Management team in providing daily client service. Skills Required:Prior customer service experience and insurance industry knowledge preferred, but not required. Proactive, customer service f Account, Associate, Benefits, Client, Management, Insurance, Staffing, Accounting

  • Portfolio Account Associate

    5 days ago

    Memphis, United States Raymond James Financial Incorporated Full time

    Job Summary Under direct supervision, uses skills gained through training and experience in the securities industry to assist in the utilization of a Portfolio Management System and Brokerage Accounting system to provide clients and internal departments with cost basis, gain/loss, pricing, corporate action information and performance reporting. Deliver...

  • Account Management Associate

    5 days ago

    Memphis, Tennessee, United States Tandem Restaurant Partners Full time

    Tandem Restaurant Partners is hiring an Account Management Associate to support our accounting team. This position comes with a competitive hourly rate of $15.00/hour and a comprehensive benefits package.About the RoleWe are looking for a reliable and detail-oriented individual to assist in various accounting tasks, including data entry, invoicing, and...

  • Account Associate Representative

    5 days ago

    Memphis, Tennessee, United States Shantorra Owens - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated Account Associate to join our team at Shantorra Owens - State Farm Agent. As an essential member of our daily business operations, you will play a vital role in growing our agency through meaningful client relationships and liaison work between customer needs and agency departments.ResponsibilitiesManage client...

  • Employee Benefits Account Associate Specialist

    4 weeks ago

    Memphis, Tennessee, United States Adams Keegan Full time

    Job DescriptionThe Employee Benefits Account Associate will provide support to the Account Management team in delivering exceptional client service. This role requires a proactive, customer-focused individual with prior experience in customer service and knowledge of the insurance industry.About Adams KeeganAdams Keegan is a reputable organization committed...

  • Associate, Advisory

    1 month ago

    Memphis, United States Raymond James Full time

    Job 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,...

  • Junior Accountant

    2 months ago

    Memphis, United States Kelly Services Inc Full time

    Job DescriptionJob DescriptionTitle: Junior AccountantLocation: Blvd Suite 101, Memphis, TN 38120Job PurposeThe AFS team at Assurant’s Commercial Equipment office in Memphis Tennessee is seeking a temporary Associate Accountant to perform accounting duties in support of the growing needs of the accounting team. This individual will also provide accurate...

  • Accounting Expert with SAP Experience

    1 month ago

    Memphis, Tennessee, United States RemX Full time

    Job OverviewWe are seeking an experienced accounting professional to join our team at RemX as a Senior Staff Accountant. This role will play a critical part in ensuring the accuracy and efficiency of our accounting functions, commissions, month-end transactions, and sales tax compliance.About YouThe ideal candidate will have 5+ years of accounting...

  • Senior Accounting Specialist

    6 days ago

    Memphis, Tennessee, United States RemX Full time

    Job Summary:We are seeking an experienced Senior Staff Accountant to join our team at RemX. This role will involve overseeing critical accounting functions, commissions, month-end transactions, and sales tax compliance. The ideal candidate will have a strong attention to detail, organizational skills, and ability to handle multiple priorities.About the...

  • Quality Assurance Associate, Advisory

    1 month ago

    Memphis, United States Raymond James Financial Services Full time

    Description 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,...

  • National Account Representative

    5 days ago

    Memphis, United States Duro-Last Roofing Full time

    Duro-Last Roofing, the world's largest manufacturer of prefabricated roofing systems, has an opening for a National Account Representative in the Southeastern United States. This position aims to lead the company's efforts to create, maintain, and expand relationships with large, multi-location customers within a specified territory. The ideal candidate...

  • National Account Representative

    6 days ago

    Memphis, United States Duro-Last Full time

    Duro-Last Roofing, the world's largest manufacturer of prefabricated roofing systems, has an opening for a National Account Representative in the Southeastern United States. This position aims to lead the company's efforts to create, maintain, and expand relationships with large, multi-location customers within a specified territory. The ideal candidate...

  • Staff Accountant

    2 months ago

    Memphis, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are on the lookout for a skilled Staff Accountant to be a part of our team in the manufacturing industry located in Bartlett, Tennessee. In this role, the Staff Accountant will be in charge of numerous tasks, including managing customer credit applications, maintaining accurate records, and resolving customer inquiries. The...

  • Associate, Managed Customer Accounts | Memphis, TN | 7:30am-4pm CT

    1 month ago

    Memphis, United States Raymond James Full time

    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...

  • Associate, Managed Customer Accounts | Memphis, TN | 7:30am-4pm CT

    1 month ago

    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,...

Account Transfer Associate

2 months ago

Memphis, United States Raymond James Financial Incorporated Full time
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: 9am-6pm CT. During training the hours are 8am-5pm CT.

Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.

Job Summary:

Under general supervision, uses developed skills obtained through experience and training to complete the process of external transfers of client's assets.This position is composed of researching complex problems, monitoring work flow, maintaining department statistical information and providing operational support to our clients.Associate in this role are expected to provide excellent customer service, professionalism and superior support to internal and external clients.

Essential Duties and Responsibilities:

•Reviews and approve client requests to transfer accounts to and from contra firms.

•Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents.

•Scrutinizesinformation contained in all types of transfer forms and letters of authorization.

•Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment.

•Reconciles client accounts accurately.

•Effectively creates and distributes client correspondence.

•Assists management in identifying procedures and policies that are outdated or ineffective.

•Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.

•Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism.

•Performs general clerical activities, including faxing, copying and filing.

•Assists other areas of the department with various functions when volume is high and/or staffing levels are low.

•Performs box count on a rotational schedule when needed.

•Occasionally leads monthly functional team meetings.

•Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

•Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.

•Various industry rules and regulations that must be followed when transferring accounts.

•Other Home Office Operations departments.

•Various required legal documentation needed to process requests.

Skill in:

•Organizational and time management to prioritize workflow and ensure duties and projects are completed by the stated deadline.

•Reasoning and problem solving to research and resolve complex problems.

•Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

Ability to:

•Work independently and in a team environment, seeks out supervisor when needed.

•Understand the firm risks when transferring clients assets.

•Effectively communicate and interact with all levels of management, other associates and counterparts at other firms.

•Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

•Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.

•Understand the various legal documents required by various companies in order to process client requests.

•Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system.

•Interpret financial statements.

Educational/Previous Experience Requirements:

•High School diploma or equivalent with a minimum of two (2) years of customer service and/or securities related experience preferred.

~or~

•An equivalent combination of education, experience and/or training.

Licenses/Certifications:

•None required.

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

•Grow professionally and inspire others to do the same

•Work with and through others to achieve desired outcome

•Make prompt, pragmatic choices and act with the client in mind

•Take ownership and hold themselves and others accountable for delivering results that matter

•Contribute to the continuous evolution of the firm