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Account Associate Specialist

2 months ago

Memphis, Tennessee, United States Raymond James Financial Services Full time
Job Summary

We are seeking a highly skilled Customer Account Associate to join our team at Raymond James Financial Services.

Key Responsibilities:
  • Act as a liaison between branches and the home office in a call center environment.
  • Review, update, maintain, and service accounts to ensure seamless client experiences.
  • Protect the firm, financial advisors, and clients by enforcing collection procedures, policies, and regulations.
  • Collaborate with internal stakeholders to resolve account-related issues and provide exceptional customer service.
  • Stay up-to-date with industry developments and regulatory changes to maintain compliance and best practices.
Requirements:
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Strong analytical and problem-solving skills.
  • Proficiency in using technology and software applications to manage accounts and client data.