Jobs
>
Memphis

    Associate, Managed Customer Accounts - Memphis, United States - Raymond James

    Raymond James
    Raymond James Memphis, United States

    2 weeks ago

    Default job background
    Description
    Associate, Managed Customer Accounts (Cash Distributions) | Memphis, TN | 7:30am-4pm CT 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

    Job Summary
    Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.

    Essential Duties and Responsibilities

    • Performs a variety of operational procedures within the department, which may include account reconciliation, account deposits and distribution requests, security requests, and other assigned tasks.

    • Reviews account activity and branch requests, processes deposits and distributions in a fast-paced environment.

    • Answers calls and questions regarding managed accounts.

    • Researches and provides resolution on basic departmental business issues.

    • Reviews incoming emails and documents, taking appropriate action when needed which can include

    • cash, margin, basic and advanced security transactions.

    • Sends notices to AMS Trading to act on requests.

    • Communicates with branches and advisors when needed.

    • Maintains a variety of data files and records.

    • Performs other duties and responsibilities as assigned.

    Qualifications

    Knowledge, Skills, and Abilities
    Knowledge of

    • Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.

    • Process flows within specific assigned functional area.

    • Regulations for specific assigned functional area.

    Skill in

    • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

    • Analyzing data to identify discrepancies.

    • Problem solving.

    Ability to

    • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

    • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

    • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

    • Have a high attention to details.

    Educational/Previous Experience Requirements
    Education/Previous Experience

    • High School Diploma or equivalent and a minimum of two (2) years' experience in customer service or the financial services industry.

    • OR ~

    • Any equivalent combination of experience, education, 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 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.

    Job

    Operations
  • Swift Transportation

    Customer Account Manager

    3 weeks ago

    Swift Transportation Memphis, United States

    Schedule: Monday-Friday 8am-5pm · Compensation: $22-24 depending on experience and qualifications. · What we offer: · Competitive starting salary commensurate with experience and geographic location. · Potential bonus pay based on company performance. · Opportunities to volunt ...

  • R-Dent Dental Laboratory Inc

    Customer Account Specialist

    1 week ago

    R-Dent Dental Laboratory Inc Memphis, United States

    Customer Account Specialist · The largest privately-owned Dental Laboratory in Tennessee, Mississippi, and Arkansas is hiring a Customer Account Manager. The Customer Account Manager cultivates a strong working relationship with R-Dent's new and current customers in order to sel ...

  • R-Dent Dental Laboratory Inc

    Customer Account Specialist

    2 weeks ago

    R-Dent Dental Laboratory Inc Memphis, United States

    Customer Account Specialist · The largest privately-owned Dental Laboratory in Tennessee, Mississippi, and Arkansas is hiring a Customer Account Manager. The Customer Account Manager cultivates a strong working relationship with R-Dent's new and current customers in order to sel ...

  • Swift Transportation

    Customer Account Manager

    2 weeks ago

    Swift Transportation Memphis, United States

    Schedule: Monday-Friday 8am-5pm · Compensation: $22-24 depending on experience and qualifications. · What we offer: · Competitive starting salary commensurate with experience and geographic location. · Potential bonus pay based on company performance. · Opportunities to volunt ...

  • Swift Transportation

    Customer Account Manager

    4 days ago

    Swift Transportation Memphis, United States

    · Position at Swift Transportation · Schedule: Monday-Friday 8am-5pm · Compensation: $22-24 depending on experience and qualifications. · What we offer: Competitive starting salary commensurate with experience and geographic location. · Potential bonus pay based on company ...

  • Swift Transportation

    Customer Account Manager

    1 week ago

    Swift Transportation Memphis, United States

    · Position at Swift Transportation · Accelerate your Career · At Swift, our greatest asset is OUR PEOPLE We strive to be the best and give our best every day. We are passionate about learning and cultivating an environment of safety, honesty and mutual respect. We are a family ...

  • Swift Transportation

    Customer Account Manager

    1 week ago

    Swift Transportation Memphis, United States

    · Position at Swift Transportation · Schedule: Monday-Friday 8am-5pm · Compensation: $22-24 depending on experience and qualifications. · What we offer: Competitive starting salary commensurate with experience and geographic location. · Potential bonus pay based on company ...

  • Swift Transportation

    Customer Account Manager

    2 weeks ago

    Swift Transportation Memphis, United States

    Job Description · Job DescriptionSchedule: Monday-Friday 8am-5pm · Compensation: $22-24 depending on experience and qualifications. · What we offer: Competitive starting salary commensurate with experience and geographic location. · Potential bonus pay based on company performa ...

  • R-Dent Dental Laboratory

    Customer Account Specialist

    1 week ago

    R-Dent Dental Laboratory Memphis, United States

    Job Description · Job DescriptionCustomer Account Specialist · The largest privately-owned Dental Laboratory in Tennessee, Mississippi, and Arkansas is hiring a Customer Account Manager. The Customer Account Manager cultivates a strong working relationship with R-Dent's new and c ...

  • R-Dent Dental Laboratory

    Customer Account Specialist

    3 weeks ago

    R-Dent Dental Laboratory Memphis, United States

    Job Description · Job DescriptionCustomer Account Specialist · The largest privately-owned Dental Laboratory in Tennessee, Mississippi, and Arkansas is hiring a Customer Account Manager. The Customer Account Manager cultivates a strong working relationship with R-Dent's new and c ...

  • R-Dent Dental Laboratory

    Customer Account Specialist

    1 week ago

    R-Dent Dental Laboratory Memphis, United States

    Job Description · Job DescriptionCustomer Account Specialist · The largest privately-owned Dental Laboratory in Tennessee, Mississippi, and Arkansas is hiring a Customer Account Manager. The Customer Account Manager cultivates a strong working relationship with R-Dent's new and c ...

  • Raymond James

    Associate, Managed Customer Accounts

    1 week ago

    Raymond James Memphis, United States

    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 r ...

  • Raymond James Financial

    Associate, Managed Customer Accounts

    1 week ago

    Raymond James Financial Memphis, United States

    Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and prioriti Distribution, Associate, Acco ...

  • MLGW

    Customer Accounts and Billing Representative

    2 weeks ago

    MLGW Memphis, United States

    MLGW is the nation's largest three-service municipal utility, serving over 440,000 customers representing diverse backgrounds. Since 1939, MLGW has met the utility needs of Memphis and Shelby County residents by delivering reliable and affordable electricity, natural gas, and wat ...

  • Vaco

    Customer Service Account Representative

    3 weeks ago

    Vaco Memphis, United States

    Vaco is looking to hire a Customer Service/Account Representative for a client in Collierville. This key position is responsible for sales coordination resulting in business growth along with managing a list of accounts ('territory'). · Duties include, but are not limited to: · ...

  • Vanguard Soap

    Account Manager/Customer Service

    3 weeks ago

    Vanguard Soap Memphis, United States

    We are looking for an **Account Manager** to coordinate the development and ultimate launch of new soap products. Account Managers pull all aspects together, from formulation to packaging, by working closely with our Sales, Technical, Quality and Manufacturing teams. AMs manage n ...

  • R-Dent Dental Laboratory, Inc.

    Dental Lab Customer Account Specialist

    1 week ago

    R-Dent Dental Laboratory, Inc. Memphis, United States

    Job Description · Job DescriptionCustomer Account SpecialistThe largest privately-owned Dental Laboratory in Tennessee, Mississippi, and Arkansas is hiring a Customer Account Manager. The Customer Account Manager cultivates a strong working relationship with R-Dent's new and curr ...

  • Matrix Ventures

    An Account Manager is a professional responsible for managing and maintaining relationships with clients or customers. They are typically in charge of overseeing the sales and service of a particular account or group of accounts

    2 days ago

    Matrix Ventures Crittenden, United States

    SOLCOM is looking for: Account Manager | €3,750 fixed + commission | 30 days vacation | Top company car | Career model (m/f/d)Experience: Entry-level position · Department: Sales · Start: To be determined · Employment: Permanent · Reference number: · What to expect: · We wa ...

  • Methodist Le Bonheur Healthcare

    Operating Room Clinical Director

    1 week ago

    Methodist Le Bonheur Healthcare Memphis, United States Full time

    Title: Clinical Director | Operating Room - University Job · Date: Apr 30, 2024 · Facility: University · Summary · The Clinical Director is accountable for the 24-hour operations of the assigned departments and/or units. Responsible for clinical care delivery, for leadership o ...

  • Michigan United Credit Union

    Part Time Teller

    3 weeks ago

    Michigan United Credit Union Shelby, United States Part time

    The primary role of the Teller is to provide outstanding service to members by performing transactional duties by receiving or paying out funds with a high degree of accuracy while maintaining accurate transaction records in accordance with credit union policies and procedures. T ...