Under general supervision, uses intermediate skills obtained through experience and training to assist with inquiries on client accounts. Serves as an agent between branches and the home office in a call center environment. Researches and corrects disbursement errors and provides information to branches and other departments as necessary. Protects the firm, financial advisors, and clients by enforcing procedures, policies, regulations and by monitoring activity in accounts, while providing superior service. Established procedures and general guidance and direction are provided to perform a variety of tasks.
Essential Duties and Responsibilities:
Available to assist on all job functions of Cash Management Associate I.
Answers calls and questions regarding client activity.
Completes daily reports accurately and timely, reviewing account activity for compliance with rules and regulations along with department standards
Researches any errors or problems concerning entries made at the branch or Home Office level upon request.
Reviews and corrects disbursement errors as appropriate.
Assists in training new associates; available for continued training.
May assist with follow through on escalated calls.
May be required to post wires and checks to client accounts.
May be required to process ACH (automated clearing house) profiles and/or periodic transactions.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
General office practices, procedures, and methods.
Basic accounting concepts, practices, and procedures.
Researching basic transactions and account discrepancies.
Gathering and compiling information.
Operating standard office equipment and using required software applications to produce correspondence, electronic communication, and maintain spreadsheets and databases.
Communicate effectively, both orally and in writing, with all organizational levels.
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
Provide high level of customer service.
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