> Markdown version of [/jobs/ext/1948657-capital-access-associate](https://www.wearedevelopers.com/jobs/ext/1948657-capital-access-associate). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Capital Access Associate | - **Company:** Raymond James Financial, Inc. - **Location:** Memphis, TN, United States - **Contract:** Permanent contract - **Skills:** Data Analysis, Enterprise Software Applications - **Published:** August 6, 2026 - **Apply:** https://www.juju.com/job/00000000gluss3 ## About the Role + Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies. + Supports business processes under supervision by applying an elementary understanding and effective use of standard office equipment and standard software packages. + Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements. ## Description 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 averaging 12 days per month in our Memphis, TN Corporate Office. Hours: This position requires 1-2 shifts per week from 10am-7pm or 9am-6pm CST and 8am-5pm CST on the other days. 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. + 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., + Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives. + Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. + Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision. + Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. + Receives, monitors and deals with allocated customers at an elementary level, working under supervision. + Applies understanding of the business environment and objectives to develop solutions under supervision. + Works under supervision to meet high customer service standards. + Works under supervision to understand and effectively operate all customer management systems. + Works under supervision to perform data analysis for use in reports to help guide decision making. + Works under supervision to select, deploy and get the best results from the most appropriate office system. + Works to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision. ## Related Videos - [Creating Europe's AI Moment – Now or Never](https://www.wearedevelopers.com/videos/100059-creating-europe-s-ai-moment-now-or-never) - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) - [How to govern Vibe Coding for the Enterprise](https://www.wearedevelopers.com/videos/100290-how-to-govern-vibe-coding-for-the-enterprise) - [From Global Capability Centers to AI-Powered Command Centers](https://www.wearedevelopers.com/videos/100096-from-global-capability-centers-to-ai-powered-command-centers) - [Valven Atlas: Engineering Intelligence That Delivers](https://www.wearedevelopers.com/videos/1660-valven-atlas-engineering-intelligence-that-delivers) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Everything a Developer Needs to Know About MCP with Neo4j](https://www.wearedevelopers.com/magazine/604-everything-a-developer-needs-to-know-about-mcp-with-neo4j) - [Coffee with Developers - Maria Apazoglou - Making AI understandable for all in production](https://www.wearedevelopers.com/magazine/475-coffee-with-developers-maria-apazoglou-making-ai-understandable-for-all-in-production) - [Velocity with Guardrails: How Technical Teams Can Move Fast Without Losing Decision Integrity](https://www.wearedevelopers.com/magazine/747-velocity-with-guardrails-how-technical-teams-can-move-fast-without-losing-decision-integrity) - [Data Analyst Salary Austria](https://www.wearedevelopers.com/magazine/275-data-analyst-salary-austria)