Capital Access Associate | Memphis, TN

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office.

Hours:

This position requires 1-2 shifts per week from 10am-7pm or 9am-6pm CST and 8am-5pm CST on the other days.

** Responsibilities:*
* + Assist with various requests for information, referring more complex matters to colleagues.

+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.

+ Carry out standard customer service activities and handle simple customer inquiries.

+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.

+ Maintain files and records.

+ Organize own work schedule each day in line with changing priorities.

+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

** Knowledge of:*
* + Basic concepts, principles and practices of excellent customer service.

+ General office practices and procedures.

+ Comprehensive knowledge of Raymond James products.

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* Skills:

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* + Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

+ Supports business processes under supervision by applying an elementary understanding and effective use of standard office equipment and standard software packages.

+ Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.

+ Worksto make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.

+ Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.

+ Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

+ Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

+ Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.

+ Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

+ Receives, monitors and deals with allocated customers at an elementary level, working under supervision.

+ Applies understanding of the business environment and objectives to develop solutions under supervision.

+ Works under supervision to meet high customer service standards.

+ Works under supervision to understand and effectively operate all customer management systems.

+ Works under supervision to perform data analysis for use in reports to help guide decision making.

+ Works under supervision to select, deploy and get the best results from the most appropriate office system.

+ Works to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.