Customer Account Associate | Memphis, Tn

Raymond James

Memphis, TN, US
Hybrid
Dynamic call center environment
Account servicing and support
Reviewing and updating client accounts
The Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support in a dynamic call center environment

Job Summary

  • The Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support in a dynamic call center environment.
  • Responsibilities include reviewing, updating, and maintaining client accounts while ensuring compliance with firm policies, regulatory standards, and collection procedures.
  • This position follows a hybrid-friendly schedule, with 3 in-office days per week averaging 12 days per month in our Memphis, TN Corporate Office.

Matching Summary

The Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support in a dynamic call center environment.

Skills & Requirements

Must-have

  • Dynamic call center environment
  • Account servicing and support
  • Reviewing and updating client accounts
  • Monitoring account activity
  • Resolving escalated issues
  • Maintaining accurate records
  • Customer service standards

Nice-to-have

  • Hybrid-friendly schedule
  • Mentoring less experienced colleagues
  • Client-first, integrity, independence
  • Positive customer experiences
  • Recognize sales opportunities

Key Requirements

  • 13 months to 3 years general experience
  • High School (HS) required

Work Rights

Not specified

Tailored Resume

Cover Letter