Hybrid Accounts Transfer Specialist

Raymond James; Saint Petersburg (FL); Hybride; USD 52 000 - 66 000; Plein temps

Résumé du poste

Raymond James is seeking an Account Transfer Associate in St. Petersburg, FL for a hybrid role. The position involves facilitating external asset transfers, resolving issues, and maintaining efficient workflows.

You will support internal teams and Financial Advisors while upholding high service standards. Responsibilities include reviewing transfer requests, verifying documentation, data entry, and maintaining comprehensive records.

Qualifications

• Bachelor’s degree in accounting, business administration, or finance.
• High School diploma required.
• 4–6 months general work experience.

Responsabilités

• Review and approve client transfer requests to/from contra firms.
• Screen transfer requests and verify required legal documents with client signatures.
• Enter and verify data in branch systems to ensure accuracy and accessibility.
• Maintain files and records and organize daily work schedule.
• Respond to inquiries via phone, email, or mail and escalate complex matters as needed.

Connaissances

Clear communication

Analytical skills

Client-focused service

Organization and prioritization

Data analysis

Team collaboration

Adaptability

Supervisory-style guidance

Problem solving

Formation

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

High School diploma

Description du poste

Raymond James is seeking an Account Transfer Associate in St. Petersburg, FL for a hybrid role. The position involves facilitating external asset transfers, resolving issues, and maintaining efficient workflows.

You will support internal teams and Financial Advisors while upholding high service standards. Responsibilities include reviewing transfer requests, verifying documentation, data entry, and maintaining comprehensive records.