Digital Workflow Services Associate | Southfield, MI

100 Raymond James & Associates, Inc.; Southfield (MI); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James & Associates is seeking a Digital Workflow Services Associate in Southfield, MI, to operate in a hybrid schedule with initial on-site training, 5 days a week, from 8am-5pm EST. After training, you will transition to a hybrid arrangement with up to 2 remote days per week and standard hours, 9am-6pm EST, with occasional alternating evening shifts (11am-8pm EST) 2-3 times monthly.

You will handle client account documentation to ensure regulatory compliance, serve as liaison between

Qualifications

• High School (HS) (Required)
• General Experience - 4 to 6 months
• Travel Less than 25%
• Hybrid work style
• Ability to follow established processes and guidelines

Responsibilities

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Carry out operational tasks by following established processes.
• May involve adjusting basic settings or parameters in order to meet performance standards.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Maintain files and records.
• Ensure a positive experience for internal clients by having courteous interactions with them.
• Assess compliance with established standards and protocols for routine inquiries.
• Support others by carrying out basic data management tasks.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Verbal communication

Planning

Data analysis

Office software

Procedures adherence

Education

High School

Tools

Office software

Job description

Job Description Summary

Hybrid Schedule: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.

Training: You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training.

After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week.

Hours/Schedule: Monday-Friday from 9am-6pm EST.

The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month.

The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations.

Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes.

The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks.

Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.

Job Description

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.

Role Overview

The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations.

Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes.

The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks.

Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.

Responsibilities

Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

Carry out operational tasks by following established processes.

May involve adjusting basic settings or parameters in order to meet performance standards.

Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

Maintain files and records.

Ensure a positive experience for internal clients by having courteous interactions with them.

Assess compliance with established standards and protocols for routine inquiries.

Support others by carrying out basic data management tasks.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.

Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.

Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.

Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.

Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Education

High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel Less than 25%

Workstyle

Hybrid

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Associate Expectations

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Culture

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Company

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.