BBF Wealth
Advisory & Managed New Accounts Specialist - Training and Quality Assurance
BBF Wealth, Memphis, Tennessee, us, 37544
Advisory & Managed New Accounts Specialist - Training and Quality Assurance page is loaded## Advisory & Managed New Accounts Specialist - Training and Quality Assurancelocations:
Memphis, Tennessee - United States:
St Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0008311**Job Description Summary**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. After the training period, in office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.
We are seeking a detail-oriented and proactive Training and Quality Assurance Specialist to join our team. This role is critical in ensuring operational excellence by developing training programs, monitoring performance, and maintaining compliance with quality standards. You will collaborate with cross-functional teams to enhance employee skills, improve processes, and deliver exceptional customer experiences.**Job Description****Responsibilities*** Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.* Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, 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 a 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, & policies by means of clear and effective verbal communications.**Education**High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**HybridAt 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 firmAt 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-DR1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Memphis, Tennessee - United States:
St Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0008311**Job Description Summary**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. After the training period, in office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.
We are seeking a detail-oriented and proactive Training and Quality Assurance Specialist to join our team. This role is critical in ensuring operational excellence by developing training programs, monitoring performance, and maintaining compliance with quality standards. You will collaborate with cross-functional teams to enhance employee skills, improve processes, and deliver exceptional customer experiences.**Job Description****Responsibilities*** Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.* Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, 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 a 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, & policies by means of clear and effective verbal communications.**Education**High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**HybridAt 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 firmAt 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-DR1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr