Raymond James
Advisory & Managed New Accounts Specialist - Training and Quality Assurance
Raymond James, Memphis, Tennessee, us, 37544
Advisory & Managed New Accounts Specialist – Training and Quality Assurance
Job Summary: This position follows a hybrid‑friendly schedule, providing flexibility and collaboration. After the training period, in‑office days will be three per week, averaging 12 days per month in either St. Petersburg, FL or Memphis, TN.
Responsibilities
Develop knowledge of the organization’s policies and procedures and relevant regulatory codes to ensure work adheres to those standards. Obtain authorization from a supervisor for any exceptions to mandatory procedures.
Answer the telephone and assist callers or those making varied inquiries by email or mail, 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 a wide range of Microsoft documents, databases, and other departmental systems.
Provide quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving client problems.
Design, implement, and facilitate training programs for new hires and existing staff.
Maintain and update training materials to reflect process changes and best practices.
Conduct workshops, webinars, and one‑on‑one coaching sessions.
Monitor and evaluate operational processes to ensure adherence to company standards.
Perform audits and provide actionable feedback to improve performance.
Develop and track quality metrics, reporting trends to leadership.
Identify gaps in knowledge or process and recommend solutions.
Collaborate with leadership to implement process improvements.
Stay current on industry standards and compliance requirements.
Skills
Familiarity with performance metrics and reporting tools.
Ability to manage multiple priorities in a fast‑paced environment.
Achieve thoroughness and accuracy when accomplishing a task.
Receive, monitor, and deal with all allocated customers.
Understand and operate effectively all client management systems.
Express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communication.
Education High School (HS) (Required)
Work Experience General Experience – 7 to 12 months
Certifications —
Travel Less than 25%
Workstyle Hybrid
Expectations
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, 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. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Responsibilities
Develop knowledge of the organization’s policies and procedures and relevant regulatory codes to ensure work adheres to those standards. Obtain authorization from a supervisor for any exceptions to mandatory procedures.
Answer the telephone and assist callers or those making varied inquiries by email or mail, 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 a wide range of Microsoft documents, databases, and other departmental systems.
Provide quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving client problems.
Design, implement, and facilitate training programs for new hires and existing staff.
Maintain and update training materials to reflect process changes and best practices.
Conduct workshops, webinars, and one‑on‑one coaching sessions.
Monitor and evaluate operational processes to ensure adherence to company standards.
Perform audits and provide actionable feedback to improve performance.
Develop and track quality metrics, reporting trends to leadership.
Identify gaps in knowledge or process and recommend solutions.
Collaborate with leadership to implement process improvements.
Stay current on industry standards and compliance requirements.
Skills
Familiarity with performance metrics and reporting tools.
Ability to manage multiple priorities in a fast‑paced environment.
Achieve thoroughness and accuracy when accomplishing a task.
Receive, monitor, and deal with all allocated customers.
Understand and operate effectively all client management systems.
Express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communication.
Education High School (HS) (Required)
Work Experience General Experience – 7 to 12 months
Certifications —
Travel Less than 25%
Workstyle Hybrid
Expectations
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, 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. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr