Client Onboarding & Operations Specialist

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability Benefits

Retirement Savings

Paid Time Off

Parental Leave

Job summary

Raymond James & Associates, Inc. seeks a Client Administrative Support Associate to support onboarding/offboarding, billing, data maintenance, and reporting within the RCS division.

The role emphasizes accuracy, regulatory compliance, and a client‑centric approach in a hybrid Saint Petersburg environment. You will collaborate with Finance, Risk, Compliance, Sales, Client Engagement, and Technology teams, maintain records across multiple systems, monitor KPIs and SLAs, and contribute to process

Qualifications

• High school diploma or equivalent; associate or bachelor's degree preferred.
• 1–3 years of operations, administrative, client service, financial services, or related experience.
• Experience handling sensitive and confidential information; ability to learn new systems quickly.

Responsibilities

• Perform onboarding/offboarding, account maintenance, billing coding, and data entry.
• Support advisor transitions and platform administration within the RCS environment.
• Execute workflows accurately while adhering to policies, procedures, and SLAs.
• Research, troubleshoot, and resolve operational issues and escalations promptly.
• Maintain and update client, firm, and user records across multiple systems.

Skills

Attention to detail

Organizational skills

Analytical thinking

Communication skills

Problem solving

Multi-tasking

Education

Bachelor's in Accounting

Bachelor's in Actuarial Science

Bachelor's in Applied Mathematics

Tools

Excel

Word

Outlook

Teams

Job description

Raymond James & Associates, Inc. seeks a Client Administrative Support Associate to support onboarding/offboarding, billing, data maintenance, and reporting within the RCS division.

The role emphasizes accuracy, regulatory compliance, and a client‑centric approach in a hybrid Saint Petersburg environment. You will collaborate with Finance, Risk, Compliance, Sales, Client Engagement, and Technology teams, maintain records across multiple systems, monitor KPIs and SLAs, and contribute to process