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Raymond James · 20 hours ago

Associate, Advisory-Managed New Accounts

Memphis, TN

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that values flexibility and collaboration among its employees. They are seeking a detail-oriented and solutions-driven professional to assist in opening new accounts on their managed, fee-based account platform and to resolve various client and operational issues.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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 or mail with any basic requests for information, directing more complex matters to colleagues, as necessary

Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues for advisory and managed accounts

Advisor Support: Serve as the primary point of contact for advisor inquiries, providing accurate information about their account opening requirements

Field questions and resolve issues from various internal departments and branches

Ensures key client information and documentation is current with firm and industry requirements, rules and regulations

Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and terminations

Qualification

Solutions-drivenClient management systemsDetail-orientedVerbal communicationWritten communication

Required

High School (HS) (Required)

General Experience - 4 to 6 months

Strong verbal and written communication skills

Detail-oriented and solutions-driven

Ability to research and resolve a variety of issues by navigating multiple systems

Ability to collaborate with internal departments

Ability to maintain strong communication with branches and Financial Advisors

Ability to follow a range of mandatory procedures to ensure that work is carried out to the required quality standards

Ability to assist callers or those making varied inquiries by email or mail

Ability to assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues for advisory and managed accounts

Ability to serve as the primary point of contact for advisor inquiries

Ability to field questions and resolve issues from various internal departments and branches

Ability to ensure key client information and documentation is current with firm and industry requirements, rules and regulations

Ability to perform a variety of operational procedures within the department

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)