Raymond James · 10 hours ago
Sr. Associate - New Accounts: Plan & Trust Team
Saint Petersburg, Florida - United States
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm that values client-first integrity and independence. They are seeking a Senior Associate for their New Accounts team, responsible for client service activities and ensuring compliance with organizational policies and procedures.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Required
High School (HS) (Required)
General Experience - 7 to 12 months
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 Executive Officer
James Sickling
COO - Fixed Income
Recent News
2026-02-04
2026-02-03
2026-02-03
Company data provided by crunchbase