Customer Account Associate | Memphis, TN
Core
Critical link between branch offices and Home Office, delivering high-quality account servicing and support by reviewing, updating, and maintaining client accounts while ensuring compliance with firm policies and regulatory standards.
Role type
Customer Account Associate
Builds
Client account records and support services for Financial Advisors and clients
Domain
Financial Services / Banking
Deliverable
dashboards & analysis
Required skills
Data entry, Regulatory compliance, Customer service, Account maintenance, Record keeping, Problem resolution
Preferred skills
Mentoring, Data analysis, Sales opportunity recognition
Technologies
Standard office equipment, Standard software packages, Client management systems
Responsibilities
Answer telephone and assist callers with basic requests, Conduct data entry and verify information accuracy, Maintain files and records, Resolve escalated issues, Mentor less experienced colleagues, Monitor account activity to safeguard client interests
Seniority
Entry-level, supervised IC