Hiring: Sr. Associate, Advisory and Managed New Accounts (SMA/UMA Team) Company: Revolution Technologies Location: Memphis, TN Job Posted Time: 2026-09-10 13:51:52 Employment Type: Contract / Hybrid About the job Required Skills: •· Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex or outside the norm. •· Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague. •· Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere. •· Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses. •· Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. •· Create, organize, and maintain files containing the correspondence and records of a senior colleague. •· Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary. •· Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!