Hybrid Digital Workflow Specialist

Raymond James; Southfield (MI); Hybrid; USD 38,000 - 54,000; Full time

Benefits offered by this job

Hybrid schedule

Benefits package

Job summary

Raymond James in Southfield, MI is hiring a Digital Workflow Services Associate to join a hybrid team. You will support client account documentation compliance, act as a liaison between branch personnel and Home Office, and deliver world-class phone support to troubleshoot system issues and train staff.

The role involves processing client documents, resolving issues, and following established procedures for routine tasks, with guidance on non-routine work.

Qualifications

• High School required.
• General Experience - 4 to 6 months.
• Ability to perform data entry and maintain records.
• Experience with standard office software is helpful.

Responsibilities

• Data entry into company systems and verification for accuracy.
• Follow established processes to meet performance standards.
• Format letters, memoranda, and routine reports using standard software.
• Maintain files and records.
• Ensure courteous interactions with internal clients.

Skills

Data entry

Documentation

Phone support

Regulatory compliance

Office software

Education

High School (HS) (Required)

Job description

Raymond James in Southfield, MI is hiring a Digital Workflow Services Associate to join a hybrid team. You will support client account documentation compliance, act as a liaison between branch personnel and Home Office, and deliver world-class phone support to troubleshoot system issues and train staff.

The role involves processing client documents, resolving issues, and following established procedures for routine tasks, with guidance on non-routine work.