Military Spouse Connection Jobs

Description

Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Schedule Hours: 8AM-5PM CST

Training Hours: 7:30AM-4PM CST (for about 4-6 weeks)

Job Summary

Under limited supervision, uses advanced knowledge and skills to provide support and assistance to complete assigned job responsibilities and projects that are moderately complex in nature. Projects and duties will vary widely based on department needs and priorities. Provides subject matter expertise and front line service support to our branch personnel through the processing of complex documents, answering questions through phone and emails. Collaborates with the management team to coordinate department workflows and identify opportunities for operational efficiency. Partners with Asset Management Services (a division of Raymond James & Associates), to support the maintenance of advisory and managed accounts. Every associate works both independently and within a team environment to achieve world class customer service.

Essential Duties and Responsibilities

• Performs a variety of operational procedures within the department, which may include: account cancellations, account deposits and distributions, and other assigned tasks.

• Answers calls and assists with questions regarding advisory and managed based accounts.

• Assists other team members as needed.

• Reviews and signs-off on higher dollar amount transactions.

• Processes complex Advanced Security request

• Acts as a subject matter expert (SME) for cash, basic and advanced security requests

• Reviews complex issues from branches and advisors received from team email box.

• Involved with special projects such as process reviews and potential enhancements

• Works with team lead & supervisor on process improvements and implementing them on the team

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Operations and AMS systems.

• Customer operations and the financial industry.

• Accounting concepts and principles.

• Investment concepts, practices and procedures used in the securities industry.

Skill in

• Detail orientation and flexibility sufficient to handle high volume of work requiring quick analytical and supportive responses.

• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.

• Identifying and resolving operational issues.

• Numerical aptitude and critical thinking sufficient to solve operational problems.

• Analyzing operational processes and identifying opportunities for improvement.

• Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

Ability to

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Partner with other functional areas to accomplish objectives.

• Attend to detail while maintaining a big picture orientation.

• Read, comprehend and apply business-related information.

• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without benefit of formal organizational authority.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Serve as a role model and provide a high level of customer service.

• Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements

Education/Previous Experience

• Associates degree and/or 2-5 years experience in customer service or the financial services industry or bachelor’s degree and/or 0-2 years experience in customer service or the financial services industry.

• OR

• An equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications

• None required

Job: Operations

Primary Location: US-TN-Memphis-Memphis

Organization Operations & Administration

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2401891