Customer Account Associate II

Location: SAINT PETERSBURG, FL Reference Code: 0800976 Job Summary: Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service.  Assists less experienced liaisons in their training and development.  Monitors reports related to account issues, maintain accurate record keeping to meet Exchange and Firm requirements; notify FA on actions concerning client accounts.   Essential Duties and Responsibilities: Answers escalated calls and questions regarding accounts. Works with Branch personnel to understand and resolve complicated problems and requests. Reviews all margin agreements for required information. Reviews, maintains and services all customer account records. Maintains records of accounts as required by regulatory bodies and departmental procedures. Assists with training and development of less experienced associates, remaining available for their questions once training is completed. Analyzes cash and margin accounts on a daily basis; issue and track any necessary calls - file extension on calls, send mailgrams. Answers calls referring to specific trading violations. Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk accounts and situations. May perform other duties or responsibilities as assigned.   Knowledge, Skills, and Abilities:Knowledge of: Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence. Compliance, with an eye for situations that could present risk to the firm.  Skill in:  Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms. Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service. Ability to: Project a professional demeanor to train associates on new duties and tasks. Work thorough complicated activity Work independently and in cooperation with supervisor. Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. Educational/Previous Experience Requirements: High School Diploma or equivalent required. ~or~ An equivalent combination of education, experience and/or training approved by Human Resources.   About us We take pride in providing innovative, individual financial planning and investment alternatives to a discriminating client base. While our mission is specific, our own needs are broad and we rely on a committed, diversely talented group of associates and experts - from electricians to financial attorneys - to enable and sustain our success. As a firm that has built a reputation on its commitment to independence and individuality, we value and reward the contributions of our associates. Everyone has an opportunity to make an impact at Raymond James. EOE-Drug Free Workplace