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Raymond James · 5 months ago

Managed Customer Accounts – Cash Distributions Southfield, MI

Southfield, Michigan - United States

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that values a supportive and collaborative work environment. They are seeking a Client Operations Specialist – Liquidations who will be responsible for processing client liquidation requests via email, ensuring accuracy and compliance with standards.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Process client liquidation requests with speed and accuracy

Communicate with internal associates and Financial Advisors via email only—no phone support

Follow strict procedures to ensure compliance with regulatory and internal standards

Perform data entry and maintain organized digital records

Collaborate with team members to ensure smooth workflow and timely execution

Qualification

Written communicationAttention to detailFinancial systems familiarityTask prioritizationProactive mindset

Required

Exceptional written communication skills (email is your primary tool)

Strong attention to detail and a love for 'money math.'

Ability to work quickly and accurately in a high-volume environment

Willingness to work mandatory overtime during peak seasons

High School (HS) (Required)

General Experience - 4 to 6 months

Preferred

Accuracy and thoroughness in task execution

Familiarity with financial systems and client service workflows

Ability to manage multiple requests and prioritize effectively

Comfort working independently and following structured procedures

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)