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Raymond James · 1 month ago

Sr. Associate, Advisory-Managed New Accounts

Saint Petersburg, Florida - United States

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a leading financial services firm, and they are seeking a detail-oriented and solutions-driven professional to join their team. This role involves researching and resolving a variety of issues, collaborating with internal departments, and maintaining strong communication with branches and Financial Advisors.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

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

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

Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm

Qualification

Client management systemsMicrosoft documentsVerbal communicationWritten communicationDetail-oriented

Required

High School (HS) (Required)

General Experience - 4 to 6 months

Strong verbal and written communication skills

Detail-oriented and solutions-driven

Ability to research and resolve a variety of issues by navigating multiple systems

Ability to collaborate with internal departments

Ability to maintain strong communication with branches and Financial Advisors

Ability to open new accounts on managed, fee-based account platform

Ability to address moderate to complex client and operational issues

Ability to develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work

Ability to adhere to mandatory procedures to ensure own work is undertaken to the required standards

Ability to assist callers or those making varied inquiries by email or mail with any requests for information

Ability to produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems

Ability to carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm

Ability to work at an intermediate level to achieve thoroughness and accuracy when accomplishing a task

Ability to work at an intermediate level to receive, monitor and deal with all allocated customers

Ability to work at an intermediate level to understand and operate effectively all client management systems

Ability to work at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications

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)