Customer Account Associate | Southfield, Mi

Raymond James

Southfield, MI, USA
**
Dynamic call center environment
Account servicing and support
Client account maintenance
** Raymond James is seeking a Customer Account Associate for their Southfield, MI office, focusing on providing high-quality account servicing in a hybrid work environment. The role involves managing client accounts, ensuring compliance, and resolving customer inquiries, while fostering team development and maintaining operational integrity. **

Job Summary

  • In a dynamic call center environment, the Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.
  • The role involves reviewing, updating, and maintaining client accounts while ensuring compliance with firm policies, regulatory standards, and collection procedures.
  • The associate actively monitors account activity to safeguard the interests of clients, Financial Advisors (FAs), and the Firm.

Matching Summary

Match Score: 75

** Raymond James is seeking a Customer Account Associate for their Southfield, MI office, focusing on providing high-quality account servicing in a hybrid work environment. The role involves managing client accounts, ensuring compliance, and resolving customer inquiries, while fostering team development and maintaining operational integrity. **

Skills & Requirements

Must-have

  • Dynamic call center environment
  • Account servicing and support
  • Client account maintenance
  • Compliance with firm policies
  • Resolving escalated issues

Nice-to-have

  • Mentoring less experienced colleagues
  • Positive customer interactions
  • Team development support

Key Requirements

  • 13 months to 3 years general experience
  • High School diploma or equivalent

Work Rights

Not specified

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