Client Onboarding & Operations Specialist

Raymond James, Inc.; Florida; Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off and parental leave

Job summary

Raymond James, Inc. is seeking a Client Administrative Support Associate in Saint Petersburg, FL. The role supports client administration, onboarding/offboarding, billing support, data maintenance, and reporting with a focus on accuracy and regulatory compliance.

The position requires attention to detail, strong organizational skills, and the ability to collaborate across departments. Hybrid workstyle, with less than 25% travel, offers comprehensive benefits and a client‑first culture.

Qualifications

• High school diploma or equivalent; associate's or bachelor's preferred.
• 1–3 years in operations, admin, client service, or financial services.
• Experience with workflows and handling confidential information.
• Ability to learn new systems and technologies quickly.

Responsibilities

• Handle onboarding/offboarding, account maintenance, billing coding, and data entry.
• Support advisor transitions and platform administration within RCS.
• Execute workflows accurately following policies and SLAs.
• Research and resolve operational issues and escalations promptly.
• Maintain client, firm, and user records across systems.
• Prepare and distribute recurring reports with data accuracy.
• Collaborate with Finance, Risk, Sales, Compliance and Tech teams.
• Monitor workflows; identify efficiency improvements and risks.
• Maintain procedures, job aids, and process maps.
• Track KPIs and productivity metrics; support cross‑functional projects.

Skills

Attention to detail

Multitasking

Communication

Organizational skills

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Teams

Job description

Raymond James, Inc. is seeking a Client Administrative Support Associate in Saint Petersburg, FL. The role supports client administration, onboarding/offboarding, billing support, data maintenance, and reporting with a focus on accuracy and regulatory compliance.

The position requires attention to detail, strong organizational skills, and the ability to collaborate across departments. Hybrid workstyle, with less than 25% travel, offers comprehensive benefits and a client‑first culture.