Job Detail

Capital Access Associate Job Openings by Raymond James Financial in Southfield

Raymond James Financial Hiring 2020 - Raymond James Financial offer an opportunity to fill Capital Access Associate that will be placed in Southfield.

Raymond James Financial Jobs 2020

Detail of : Capital Access Associate Job Opening in Southfield

Under general supervision, uses intermediate knowledge and skills obtained through experience and training to provide professional service and accurate responses to client account inquiries in a timely manner. Serves as the liaison for branch support staff and Financial Advisors.
Essential Duties and Responsibilities:
Acts as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.
Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.
Reviews account documentation, approve, establish, and maintain accounts.
Follows set procedures in processing applications, checks, and debit cards.
Assists in introducing and marketing products among the sales force and branch support associates.
Monitors in-house daily reports as necessary.
Assists in researching advanced and complex business issues.
Occasionally provides backup for loss prevention transactions.
Completes special projects as assigned.
Cross-trains on all job functions within the department.
Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:
Knowledge of:
Basic concepts, principles and practices of excellent customer service.
General office practices and procedures.
Comprehensive knowledge of Raymond James products.

Skill in:
Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
In-house and vendor systems.
Problem solving skills sufficient to effectively analyze, research and resolve issues.
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to:
Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.
Provide a high level of customer service.
Research and resolve problems in a timely manner.
Assist in the training and support of new department associates.
Attend to detail.
Work in a fast-paced environment with frequent interruptions and changing priorities.

Educational/Previous Experience Requirements:
High School diploma or equivalent and minimum two (2) years’ experience in business and/or customer service.

Any equivalent combination of education, experience and/or training approved by Human

None Required.

Raymond James Guiding Behaviors 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

Job Operations Primary Location US-MI-Southfield-Southfield Organization Operations & Administration Schedule Full-time Shift Day Job Travel No

For further information, please refer official source from Raymond James Financial Career Center on following link below. If you meet the requirement and are interested in building a future career with Raymond James Financial, please register yourself at :

Notes :
  • All application will kept strictly confidential.
  • Only candidates that meet the above qualification will be shortlisted.

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