Raymond James

Job Description Summary

This 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 Southfield, MI Corporate Office.

Join a dynamic team within the Managed Customer Accounts department, where you'll play a key role in supporting internal associates and Financial Advisors by researching and resolving escalated client issues related to cash distributions and cash reconciliations. This position offers hands-on experience in financial operations, client service, and workflow management.

Job Description

Responsibilities

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Answer the telephone and assist callers or those making varied inquiries by email with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Maintain files and records.

Skills

Works at a basic level and typically under close supervision to:

• Achieve thoroughness and accuracy when accomplishing a task
• Receive, monitor and deal with all allocated customers
• Understand and operate effectively in all client management systems
• Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications

Education

High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 outcomes
• 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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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