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Job Information

Raymond James Financial, Inc. Capital Access Associate | Memphis, TN | Southfield, MI in Memphis, Tennessee


Hybrid Work Environment : 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Hours : This position requires 1 shift from 11am-8pm EST (10am-7pm CST) per week. The other days would be 8am-5pm EST/CST.

Job Summary:

Under general supervision, uses intermediate knowledge and skills obtained through experience and training to provide professional service and accurate responses to client account inquiries in a timely manner. Serves as the liaison for branch support staff and Financial Advisors.

Essential Duties and Responsibilities:

  • Acts as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.

  • Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.

  • Reviews account documentation, approve, establish, and maintain accounts.

  • Follows set procedures in processing applications, checks, and debit cards.

  • Assists in introducing and marketing products among the sales force and branch support associates.

  • Monitors in-house daily reports as necessary.

  • Assists in researching advanced and complex business issues.

  • Occasionally provides backup for loss prevention transactions.

  • Completes special projects as assigned.

  • Cross-trains on all job functions within the department.

  • Perform other duties and responsibilities as assigned.


Knowledge, Skills, and Abilities:

Knowledge of:

  • Basic concepts, principles and practices of excellent customer service.

  • General office practices and procedures.

  • Comprehensive knowledge of Raymond James products.

Skill in:

  • Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

  • In-house and vendor systems.

  • Problem solving skills sufficient to effectively analyze, research and resolve issues.

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to:

  • Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.

  • Provide a high level of customer service.

  • Research and resolve problems in a timely manner.

  • Assist in the training and support of new department associates.

  • Attend to detail.

  • Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience Requirements:

  • High School diploma or equivalent and minimum two (2) years’ experience in business and/or customer service.


  • Any equivalent combination of education, experience and/or training approved by Human Resources.


  • None Required.

Job: Operations

Primary Location: US-TN-Memphis-Memphis

Other Locations: US-MI-Southfield-Southfield

Organization Operations & Administration

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2204486