Customer Account Associate I Cash\Margin
Raymond James - Southfield, MI

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Customer Account Associate I- Cash/Margin - 1201491
Description : Job Summary: Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisors {FA's), and clients by enforcing the collection procedures, policies, regulations, and by monitoring activity in accounts, while providing superior service. Monitors reports related to account issues, maintains accurate record keeping meeting Exchange and Firm requirements; notifying FA's on actions concerning client accounts. Essential Duties and Responsibilities:
Answers calls and questions regarding cash accounts.
Works with Branch personnel to understand and resolve problems and requests.
Completes daily reports accurately, reviewing account activity for compliance with rules and regulations.
Follows up on the ultimate collection of any funds due.
Reviews, maintains and services all customer account records. Maintains records of accounts as required by regulatory bodies and departmental procedures.
Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk accounts and situations.
May perform other duties and responsibilities as assigned.

Qualifications :Knowledge, Skills, and Abilities: Knowledge of:
Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.
Compliance, with an eye for situations that could present risk to the firm. Skill in: Verbal and written communication skills. Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service. Ability to: Recognize and attend to important details. Process high volume of calls. Learn and operate in-house computer system. Handle multiple tasks and deadlines accurately and efficiently. Educational/Previous Experience Requirements: High School Diploma or equivalent required. ~or~ An equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications: None required

Raymond James Financial, Inc. - 17 months ago - save job - block
About this company
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You can call it Ray. You can call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial...