Financial Services Operations Professional III

Raymond James, Inc.; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Verbal communication

Client relations

Procedural knowledge

Documentation editing

Education

Bachelor's degree

Tools

Sales systems

Internal communications systems

Job description

## Financial Services Operations Professional IIIApply: Saint Petersburg, Florida - United States: Full time: Posted Today: R-0013470**Job Description Summary**Manage financial transactions, prepare performance reports, handle complex finance administration projects, and reconcile accounts.**Job Description**Responsibilities• 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. Involves following procedures and precedents.• Help others get the most out of internal communications systems by offering support and advice.• Help senior colleagues manage client and customer relationships by using relevant sales or client systems.• Edit document in line with organizational style guidelines and prepare information for publication.Skills• Works with full competence to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works without supervision and may provide technical guidance.• Works with full competence to orient the organization around delivering to the key needs of clients. Typically works without supervision and may provide technical guidance.• Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.• Works with full competence to deliver required services to clients to the required standards. Typically works without supervision and may provide technical guidance.**Education**Bachelor’s**Work Experience**General Experience - 13 months to 3 years**Certifications****Travel**Less than 25%**Workstyle**ResidentThe 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. 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.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 firmAt 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.