Mutual Fund Account Services Support Associate | Memphis, TN | 10am - 7pm CT

Mutual Fund Account Services Position

Hybrid Work Environment : This position follows a hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be three per week averaging 12 days per month in our Memphis, TN Corporate office. Regular Shift Hours : Monday-Friday from 10am-7pm CT. Training Schedule Hours will be Mon-Fri from 8am-5pm CT. Training can vary typically around three months.

We are looking for a detail-oriented and dependable professional to join our Mutual Fund Account Services team. In this role, you will be responsible for executing a variety of standard banking transactions in alignment with established administrative and operational procedures. You will also handle a range of specialized and non-standard transactions that may require additional research, investigation, and problem-solving. This position plays a key role in ensuring the accuracy and efficiency of mutual fund account processing, contributing to a seamless experience for both internal teams and clients.

Responsibilities

• Processes various basic department related reports and utilizes departmental databases as well as 3rd party applications
• Answer calls and questions on operational topics and account maintenance.
• Contacts internal / external customers including fund companies to resolve account maintenance issues / requests
• Monitors reports related to general maintenance issues; notifying advisors on actions concerning client positions
• Understands client needs, identifies root causes of problems, and implements pragmatic solutions.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Participates in general User Agreement Testing (UAT) for systems and new process implementation.
• Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Maintain files and records.
• Ensure a positive experience for internal clients by having courteous interactions with them.
• Assess compliance with established standards and protocols for routine inquiries.
• Support others by carrying out basic data management tasks.
• 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 :

Skills :

Education

High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Not Required

Travel

Less than 25%

Workstyle

Hybrid

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

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.