Capital Access Associate
| Company | Raymond James Financial |
|---|---|
| Location | Memphis, TN, USA, Southfield, MI, USA, St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Basic concepts, principles and practices of excellent customer service.
- General office practices and procedures.
- Comprehensive knowledge of Raymond James products.
- High School (HS) (Required)
- General Experience – 4 to 6 months.
Responsibilities
- Assist with various requests for information, referring more complex matters to colleagues.
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
- Carry out standard customer service activities and handle simple customer inquiries.
- Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
- Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
- Maintain files and records.
- Organize own work schedule each day in line with changing priorities.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Preferred Qualifications
-
No preferred qualifications provided.