Customer Account Associate | Southfield, Mi

Raymond James

Southfield, MI, USA
Hybrid
High-quality account servicing
Compliance with firm policies
Data entry and verification
The Customer Account Associate plays a critical role in linking branch offices and the Home Office

Job Summary

  • The Customer Account Associate plays a critical role in linking branch offices and the Home Office.
  • This position offers a hybrid-friendly schedule for flexibility and collaboration.
  • Associates are expected to uphold the firm's core values of client-first and integrity.

Matching Summary

The Customer Account Associate plays a critical role in linking branch offices and the Home Office.

Skills & Requirements

Must-have

  • High-quality account servicing
  • Compliance with firm policies
  • Data entry and verification

Nice-to-have

  • Mentoring less experienced colleagues
  • Excellent verbal communication skills
  • Positive customer interactions

Key Requirements

  • High School diploma required
  • 1 to 3 years of general experience
  • Ability to navigate customer conversations

Work Rights

Not specified

Tailored Resume

Cover Letter