Account Transfer Operations Specialist

Raymond James Financial, Inc.; Saint Petersburg (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Raymond James Financial, Inc. seeks a detail-oriented Client Services Associate to support client account transfers and related paperwork in Saint Petersburg, FL. You will review transfer requests, verify legal documents, and ensure data accuracy across branch systems.

Under supervision, you will handle routine inquiries by phone and email, maintain files, organize daily schedules, and adhere to regulatory and internal standards while developing procedural skills through training and coaching.

Qualifications

• Clear verbal communication under supervision.
• Ability to apply basic customer service concepts.
• Accurate data entry and verification of information.

Responsibilities

• Review and approve client transfer requests and verify accompanying legal documents.
• Screen incoming or outgoing requests and ensure all required documents are present.
• Scrutinize transfer forms and letters of authorization for accuracy.
• Assist with information requests and refer complex matters to colleagues.
• Answer calls and emails, directing complex inquiries to appropriate colleagues.

Skills

Verbal communication

Customer service

Data entry

Attention to detail

Problem solving

Time management

Regulatory awareness

Documentation handling

Teamwork under supervision

Tools

Office software

Job description

Raymond James Financial, Inc. seeks a detail-oriented Client Services Associate to support client account transfers and related paperwork in Saint Petersburg, FL. You will review transfer requests, verify legal documents, and ensure data accuracy across branch systems.

Under supervision, you will handle routine inquiries by phone and email, maintain files, organize daily schedules, and adhere to regulatory and internal standards while developing procedural skills through training and coaching.