Job Summary
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
Essential Duties and Responsibilities
- Performs a variety of operational procedures within the department, which may include: new fee based agreement processing.
- Answers questions regarding fee based accounts.
- Researches and provides resolution on advanced and more complex business issues.
- Serves as a back-up in cross-functional responsibilities during absences.
- Assists in special projects.
- Maintains a variety of data files and records.
- Prepares letter, memos, and various documents.
- Monitors incoming mail and documents.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
- At least 1-2 years of recent client services / customer service experience - manager is also very open to New Grads
- Ability to follow workflows / processes
- Basic math skills
- Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
- Attention to detail
- Proficient with Microsoft Office products (Work, Outlook, basic Excel)
- Financial services industry experience is a plus but not required
- Minimum of a High School Diploma/GED Completed
This is the pay range that Magnit reasonably expects to pay for this position: $16.88/hour - $22.50/hour
Benefits: Medical, Dental, Vision, 401K
