New Accounts Service Associate – Paid Training Starts Feb 2026 | Memphis, TN

Launch Your Financial Services Career!

As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information. This role requires strong communication skills (both written & verbal), attention to detail, and a commitment to delivering exceptional service in a fast-paced financial services environment.

Training Class Start Date: February 2, 2026

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In-office days will be 3 per week in our Memphis, TN Corporate Office (located in East Memphis near Poplar Ave and I-240).

Training Schedule/Shift Hours:

• During training period (12-14 weeks): Monday-Friday, 8:00am-5:00pm -- Training will be conducted in-person Monday-Thursday during the training period, with Friday's training from home.
• After training period: Monday-Friday, 8:30am-5:00pm -- After training, the in-person requirements will be 3 days per week, and 2 days working from home.
• *Overtime hours offered upon manager's approval.

Responsibilities:

• 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.
• Accurately and efficiently diagnoses questions and issues and crafts client focused solutions.
• Provides education to branch personnel related to account opening and maintenance. 
• Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements. 
• Establishes new client accounts by utilizing industry registration requirements. 
• Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. 
• 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.
• 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.

Skills:

• Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses. 
• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel. 
• Organize and prioritize workload to meet deadlines.  
• Express ideas, request actions and formulate plans or policies.
• Supports business processes by applying an effective use of standard office equipment and standard software packages.
• Develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. 
• Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.
• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. 
• Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Meet high customer service standards.
• Understand and effectively operate all customer management systems.
• Perform data analysis for use in reports to help guide decision making.
• Select, deploy and get the best results from the most appropriate office system.

Educational/Previous Experience Requirements:

• High School Diploma/GED - Required
• Bachelor’s Degree in Business, Finance, or related field highly preferred.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources