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Customer Account Associate | Southfield, MI

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Raymond James Financial, Inc.
📍 Southfield, United States
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Location Southfield
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Posted June 22, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

**Responsibilities** :​

+ Assist with various requests for information, referring more complex matters to colleagues.
+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
+ Maintain files and records.
+ Organize own work schedule each day in line with changing priorities.
+ 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.
+ Deve...

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📍 Location Details

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City
Southfield
🗺️
Country
United States
🚗
Commute
Local Area

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