Mutual Fund Account Services Support Associate - Memphis, TN
Company: Raymond James Financial Services
Location: Memphis
Posted on: May 27, 2023
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Job Description:
Description
Hybrid Work Environment: 40% in-office and up to 60%
work-from-home, if desired. Must live within commutable distance
from our home office.
Schedule/Hours:
Training period: 3-6 months
9am-6pm ET/ 8am-5pm CT
Job Summary:
Under general supervision, will apply comprehensive knowledge of
mutual fund position maintenance by processing networking requests
received through various department portals from financial advisors
or branch associates to bring client accounts into or out of the
Raymond James system. Will research incoming commission and fees
for branch associates to ensure proper receipt and payment. Perform
daily follow up to assure completeness and accuracy. May
participate in defined work or projects of basic scope and
complexity.
Essential Duties and Responsibilities:
Reviews standard issues, analyzes and interprets data and
determines appropriate corrective action.
Processes various basic department related reports and utilizes
departmental databases as well as 3rd party applications
Answer calls and questions on operational topics and account
maintenance.
Contacts internal/external customers including fund companies to
resolve account maintenance issues/requests
Provides support for department inbox and other peer associates
during absences or high volume
Contributes to departmental projects, documentation, general
analysis and testing as needed.
Supports established departmental policies and procedures
Monitors reports related to general maintenance issues; notifying
advisors on actions concerning client positions
Understands client needs, identifies root causes of problems, and
implements pragmatic solutions.
Participates in a high learning culture where on-the-job training
is prevalent
Reviews daily tasks for accuracy and completeness. Maintains
detailed records/notes to ensure all advisor/client requests are
completed in a timely fashion
Assists other areas of the department with various functions when
volume is high and/or staffing levels are low
Participates in general User Agreement Testing (UAT) for systems
and new process implementation
Travels to the RJA Operating Center in Memphis, Tennessee if deemed
necessary in the event of a BCP (Business Continuity Plan)
situation involving the St Petersburg campus or vice versa.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Basic investment concepts, practices, procedures and industry
regulations related to Mutual Funds
Basic mathematical skills including addition, subtraction,
multiplication, division, percentages, fractions, and averages
Principles and practices of customer relations and
communication
Excel, Word, Outlook and other applications as needed.
MS Office sufficient to create letters, documents and send
emails.
Skill in:
Organization and time management sufficient to prioritize workload,
handle multiple tasks, and meet critical deadlines
Researching general issues to provide timely, accurate, analytical
and supportive responses.
Ability to:
Perform basic levels of research, analyze and solve issues
Read, interpret, analyze and apply transaction information
Communicate effectively, both orally and in writing with
associates, and internal and external customers
Work well under pressure on multiple tasks concurrently.
Meet daily deadlines with frequent volume fluctuations
Establish and maintain effective working relationships.
Work independently as well as collaboratively within a team
environment.
Display critical thinking at a competent level.
Educational/Previous Experience Requirements:
-or-
Licenses/Certifications:
Job: Operations
Primary Location: US-TN-Memphis-Memphis
Organization Operations & Administration
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2301480
Keywords: Raymond James Financial Services, Memphis , Mutual Fund Account Services Support Associate - Memphis, TN, Other , Memphis, Tennessee
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