Capital Access Associate | Memphis, TN or Southfield, MI

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 for Southfield, MI: This position requires 2-3 shifts from 11am-8pm or 10am-7pm ET per week, with 8am-5pm ET on the other days.

Hours for Memphis,TN: This position requires 2-3 shifts from 10am-7pm or 9am-6pm CT per week, with 8am-5pm CT on the other days.

Job Summary:

Under general supervision, you will provide professional service and timely, accurate responses to client account inquiries. You will also serve as a liaison between branch support staff and financial advisors. You will engage in significant client communication through phone calls with branches, home offices, clients, and vendors to address and solve intricate problems that necessitate thorough investigation.

Essential Duties and Responsibilities:

• Acts as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.

• Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.

• Reviews account documentation, approve, establish, and maintain accounts.

• Follows set procedures in processing applications, checks, and debit cards.

• Assists in introducing and marketing products among the sales force and branch support associates.

• Monitors in-house daily reports as necessary.

• Assists in researching advanced and complex business issues.

• Occasionally provides backup for loss prevention transactions.

• Completes special projects as assigned.

• Cross-trains on all job functions within the department.

• Perform other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

• Basic concepts, principles and practices of excellent customer service.

• General office practices and procedures.

• Comprehensive knowledge of Raymond James products.

Skill in:

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

• In-house and vendor systems.

• Problem solving skills sufficient to effectively analyze, research and resolve issues.

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to:

• Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

• Provide a high level of customer service.

• Research and resolve problems in a timely manner.

• Assist in the training and support of new department associates.

• Attend to detail.

• Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience Requirements:

• High School diploma or equivalent and minimum two (2) years' experience in business and/or customer service.

~or~

• Any equivalent combination of education, experience and/or training approved by Human Resources.

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