Hybrid Onboarding & Client Data Associate

Raymond James; Florida; Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Transitions Onboarding Associate in Saint Petersburg, FL. The role supports advisor onboarding, processes documentation, and coordinates with internal teams to ensure a smooth onboarding experience. It is a hybrid position requiring in-office presence at least three days a week.

Ideal candidates have a High School diploma and approximately 4–6 months of general experience, with strong data entry and communication skills to manage records and inquiries efficiently.

Qualifications

• High School diploma required.
• 4 to 6 months of general work experience desired.
• Ability to maintain accurate records and data entries.

Responsibilities

• Answer phones and assist callers with basic inquiries.
• Process documentation and enter data into company systems.
• Maintain and organize files and records.
• Coordinate with internal partners to support onboarding workflows.
• Communicate clearly to request actions and document plans.

Skills

Data entry

Phone support

Record keeping

Verbal communication

Education

High School diploma

Tools

CRM systems

Job description

Raymond James is seeking a Transitions Onboarding Associate in Saint Petersburg, FL. The role supports advisor onboarding, processes documentation, and coordinates with internal teams to ensure a smooth onboarding experience. It is a hybrid position requiring in-office presence at least three days a week.

Ideal candidates have a High School diploma and approximately 4–6 months of general experience, with strong data entry and communication skills to manage records and inquiries efficiently.