- 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.
- 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.
- 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.
- 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.
- 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.
- None required.
- 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
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Associate, Managed Customer Accounts - St Petersburg, United States - Raymond James Financial Incorporated
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 | 8am-4:30pm ET
Job Summary
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures.
Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.
Essential Duties and ResponsibilitiesQualifications:
Knowledge, Skills, and Abilitie
Knowledge of
Education/Previous Experience
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.
