Adv & Mngd New Accts Team Lead

Raymond James

Memphis, TN, USA
Hybrid
Experience in account management
Knowledge of financial industry operations
Ability to manage high call volumes
This position offers a hybrid work environment with flexibility and collaboration

Job Summary

  • This position offers a hybrid work environment with flexibility and collaboration.
  • The role involves handling account openings and addressing escalations related to advisory products.
  • Raymond James values a people-first culture, promoting diversity and professional growth.

Matching Summary

This position offers a hybrid work environment with flexibility and collaboration.

Skills & Requirements

Must-have

  • Experience in account management
  • Knowledge of financial industry operations
  • Ability to manage high call volumes
  • Skill in process improvements

Nice-to-have

  • Strong communication skills
  • Ability to mentor colleagues
  • Adaptability in fast-paced settings

Key Requirements

  • 7 to 12 months general experience
  • Ability to obtain SIE and Series 99 within 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter