Digital Workflow Services Associate | Southfield, MI

100 Raymond James & Associates, Inc.; Southfield (MI); Hybrid; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James in Southfield, MI is seeking a Digital Workflow Services Associate to ensure compliant client account documentation. You will troubleshoot systems, provide training, and support routine processing while coordinating with branch and Home Office teams.

The role begins with on-site training five days a week, 8am-5pm EST, then transitions to a hybrid schedule with occasional evening shifts and remote work options.

Qualifications

• High School diploma required.
• General experience of 4–6 months.
• Hybrid work style with some onsite requirements.

Responsibilities

• Enter and review client data in company systems to ensure accuracy.
• Follow established processes to perform routine operational tasks.
• Format letters, memoranda, and routine reports using standard office software.
• Maintain organized files and records.
• Provide courteous service to internal clients and support problem resolution.
• Assess compliance with standards and protocols for routine inquiries.
• Support data management tasks and adhere to mandatory procedures.
• Develop procedural or technical skills through training and coaching.

Skills

Data entry

Verbal communication

Office software

Planning & organizing

Data analysis

Procedures compliance

Education

High School diploma

Tools

MS Office

Email & CRM tools

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.

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

None specified

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.

Raymond James Company Overview

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.

We expect our associates at all levels to:

• 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

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.

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.

Our business is deeply focused on people and their financial well‑being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.

We believe doing well and doing good aren't mutually exclusive.

As an established but ever‑evolving company, you can start - or continue - growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care.

From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James and why they stay.