Fee Based Senior Associate | SMA UMA | Memphis, TN
Full Time
Memphis, TN
Posted
Job description
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
Essential Duties and Responsibilities:
- Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions and terminations.
- Answers calls and questions regarding fee based accounts.
- Researches and provides resolution on advanced and more complex business issues.
- Serves as a back-up in cross-functional responsibilities during absences.
- Assists in special projects.
- Maintains a variety of data files and records.
- Prepares letter, memos, and various documents.
- Monitors incoming mail and documents.
- Provides training to other team members.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications:
Knowledge of:
- Intermediate principles, practices, and procedures of general office concepts and those that govern fee based operations, finance and/or securities industry operations.
- Process flows within specific assigned functional area.
- Regulations for specific assigned functional area.
Skill in:
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyzing data to identify discrepancies.
- Problem solving.
Ability to:
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
- Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Educational/Previous Experience Requirements:
- High School Diploma or equivalent and a minimum of two (2) years experience in customer service or the financial services industry.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
- None Required
Raymond James Guiding Behaviors
We expect our associates at all levels to:
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.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Job Operations
Primary Location US-TN-Memphis-Memphis
Organization Operations & Administration
Schedule Full-time
Shift Day Job
Travel No
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