New Accounts Service Associate – Paid Training Starts June 2026 | Southfield, Mi
Chartwell Investment Partners
Southfield, MI, US
Hybrid
Handle inbound inquiries
Resolve account-related issues
Deliver timely, accurate information
As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information
Job Summary
As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
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.
Matching Summary
As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information.
Skills & Requirements
Must-have
handle inbound inquiries
resolve account-related issues
deliver timely, accurate information
fast-paced financial services environment
industry registration requirements
Anti Money Laundering and Know Your Client
Nice-to-have
client-focused solutions
positive customer experiences
continuous evolution of the firm
people-first culture
Key Requirements
13 months to 3 years General Experience
High School Diploma/GED - Required
Bachelor’s Degree in Business, Finance, or related field highly preferred