Raymond James
Account Solutions Specialist - Southfield, MI
Raymond James, Southfield, Michigan, United States, 48076
Job Description Summary
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 our Southfield, MI Corporate Office.
This position does require mandatory overtime during the peak months.
Are you energized by fast-paced work, love solving financial puzzles, and have a sharp eye for detail? As an Account Solutions Specialist you'll be responsible for processing client liquidation requests exclusively via email. This role is ideal for someone who thrives on precision, enjoys working with numbers, and communicates clearly in writing.
You'll play a key role in ensuring client requests are executed accurately and efficiently, all while maintaining compliance with internal and external standards.
Job Description
What You'll Do Process client liquidation requests with speed and accuracy. Communicate with internal associates and Financial Advisors via email only-no phone support. Follow strict procedures to ensure compliance with regulatory and internal standards. Perform data entry and maintain organized digital records. Collaborate with team members to ensure smooth workflow and timely execution. What You Bring
Exceptional written communication skills (email is your primary tool). Strong attention to detail and a love for "money math." Ability to work quickly and accurately in a high-volume environment. Willingness to work mandatory overtime during peak seasons. A proactive mindset-recent grads and career changers encouraged to apply! Skills That Set You Apart
Accuracy and thoroughness in task execution. Familiarity with financial systems and client service workflows. Ability to manage multiple requests and prioritize effectively. Comfort working independently and following structured procedures. Why You'll Love It Here
Supportive, fast-moving team environment. Exposure to financial operations and client service best practices. A role that keeps you engaged and challenged every day.
Education High School (HS) (Required)
Work Experience General Experience - 4 to 6 months
Certifications
Travel Less than 25%
Workstyle Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1
Are you energized by fast-paced work, love solving financial puzzles, and have a sharp eye for detail? As an Account Solutions Specialist you'll be responsible for processing client liquidation requests exclusively via email. This role is ideal for someone who thrives on precision, enjoys working with numbers, and communicates clearly in writing.
You'll play a key role in ensuring client requests are executed accurately and efficiently, all while maintaining compliance with internal and external standards.
Job Description
What You'll Do Process client liquidation requests with speed and accuracy. Communicate with internal associates and Financial Advisors via email only-no phone support. Follow strict procedures to ensure compliance with regulatory and internal standards. Perform data entry and maintain organized digital records. Collaborate with team members to ensure smooth workflow and timely execution. What You Bring
Exceptional written communication skills (email is your primary tool). Strong attention to detail and a love for "money math." Ability to work quickly and accurately in a high-volume environment. Willingness to work mandatory overtime during peak seasons. A proactive mindset-recent grads and career changers encouraged to apply! Skills That Set You Apart
Accuracy and thoroughness in task execution. Familiarity with financial systems and client service workflows. Ability to manage multiple requests and prioritize effectively. Comfort working independently and following structured procedures. Why You'll Love It Here
Supportive, fast-moving team environment. Exposure to financial operations and client service best practices. A role that keeps you engaged and challenged every day.
Education High School (HS) (Required)
Work Experience General Experience - 4 to 6 months
Certifications
Travel Less than 25%
Workstyle Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1