Customer Account Associate | Memphis, TN

Raymond James Financial, Inc.
📍 Memphis, TN, United States 💼 Full-time 🕒 Posted June 29, 2026

Job Description

**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.
+ Develo...

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Job Details

  • Location Memphis, TN
  • Job Type Full-time
  • Category other-general
  • Posted Date June 29, 2026
  • Application Deadline July 06, 2026