Finance Ops Specialist III - Client Reporting

Raymond James, Inc.; Florida; Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Paid time off

Zusammenfassung

Raymond James, Inc. in Saint Petersburg, FL seeks a Financial Services Operations Professional III to manage financial transactions, prepare performance reports, and reconcile accounts.

You will support senior colleagues by handling client relationships using appropriate systems and procedures. The role emphasizes collaborative problem solving, adherence to organizational style, and timely delivery of published information.

Qualifikationen

• Bachelor’s degree required.
• 1–3 years of general experience.
• Ability to work with client and internal teams.

Aufgaben

• Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems.
• Find the most effective ways to respond to routine functional inquiries.
• Help others get the most out of internal communications systems by offering support and advice.
• Edit document in line with organizational style guidelines and prepare information for publication.

Kenntnisse

Verbal communication

Client relations

Procedural knowledge

Documentation editing

Ausbildung

Bachelor's degree

Tools

Sales systems

Internal communications systems

Jobbeschreibung

Raymond James, Inc. in Saint Petersburg, FL seeks a Financial Services Operations Professional III to manage financial transactions, prepare performance reports, and reconcile accounts.

You will support senior colleagues by handling client relationships using appropriate systems and procedures. The role emphasizes collaborative problem solving, adherence to organizational style, and timely delivery of published information.