Raymond James · 2 days ago
2026 Summer Associate – RCS Financial Services Operations Support – St. Petersburg, FL
St. Petersburg, FL
Full-time
Hybrid
New Grad
0+ years expRaymond James is one of the largest independent financial services firms in the country, focusing on providing trusted advice and tailored strategies. The summer associate will gain hands-on experience in operational processes supporting service advisors, collaborating with teams to enhance operational efficiency and client satisfaction.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Collaborate with teams to deliver operational excellence for RIAs and Introducing Broker Dealers
Participate in process improvement initiatives; identify inefficiencies and recommend enhancements
Support the Client Admin Support team members and managers with plans, timelines, deliverables, and documentation (status reports, meeting notes)
Assisting with transaction processing, account setup, and documentation review
Monitor risks and issues, escalating as needed
Work with cross-functional teams (Client Engagement, Service Advisors, and Risk) to provide updates
Gain insight into how operational teams interact with compliance and product teams to deliver superior client experience
Participate in leadership mentorship sessions with the RCS COO
Perform other duties and responsibilities as assigned
Qualification
Required
Freshman or Sophomore standing (December 2027-May 2029 graduates) pursuing a bachelor's degree in business, finance, or related field
Any equivalent combination of experience, education, and/or training approved by Human Resources
Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD)
Knowledge of Microsoft Office functions (Excel, Word, PowerPoint, Visio is a plus)
Knowledge of FINRA and the SEC and how they oversee RIAs and Broker Dealers
Knowledge of fundamental concepts of financial markets and products
Knowledge of relationship management software and applications is a plus
Knowledge of fundamental concepts, practices, and procedures of a professional office environment
Skill in creating process documentation and diagrams
Skill in preparing clear written reports and presentations for varied audiences
Skill in managing time effectively to meet deadlines
Skill in applying critical thinking to identify organizational risks
Skill in operating standard office equipment and learning required software applications
Ability to research complex issues and involve appropriate stakeholders in decisions
Ability to analyze data to identify trends and drive improvements
Ability to build and maintain strong relationships with internal and external partners
Ability to recognize broader business impacts and seek improvement opportunities
Ability to organize and prioritize multiple tasks while meeting deadlines
Ability to communicate effectively, both verbally and in writing
Ability to work independently and collaboratively within a team environment
Ability to deliver high-quality customer service and maintain effective working relationships
Preferred
Relationship management software and applications is a plus
Visio is a plus
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase