Sr. Associate - New Accounts: Plan & Trust Team

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI. This role will be part of the Plan & Trust Team within the New Accounts dept, reporting to Kendra Jones. Responsibilities Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague. Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses. Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm. Skills Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance. Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance. Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance. Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance. Education High School (HS) (Required) Work Experience General Experience - 7 to 12 months Travel Less than 25% Workstyle Hybrid Total Compensation and Benefits The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr Raymond James