Hybrid Onboarding & Records Associate

Raymond James; Saint Petersburg (FL); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is recruiting for an onboarding support role in Saint Petersburg, FL. The position emphasizes assisting with advisor onboarding and account opening under supervision, documenting and tracking workflows, and coordinating with internal partners to ensure a smooth onboarding experience.

This role operates in a hybrid work environment, requiring three days in an office weekly, including either Monday or Friday, with a focus on accuracy and client-facing communication.

Qualifications

• Roles supported onboarding and account opening with supervision.
• Handle documentation and maintain records accurately.
• Coordinate with internal partners to ensure a smooth onboarding process.

Responsibilities

• Follow mandatory procedures to meet quality standards and regulatory codes.
• Answer calls and emails with basic information; route complex issues.
• Enter data into systems and verify accuracy and accessibility.
• Maintain files and records.

Skills

Attention to detail

Customer service

Data entry

Communication

Education

High School diploma

Tools

Client management systems

Job description

Raymond James is recruiting for an onboarding support role in Saint Petersburg, FL. The position emphasizes assisting with advisor onboarding and account opening under supervision, documenting and tracking workflows, and coordinating with internal partners to ensure a smooth onboarding experience.

This role operates in a hybrid work environment, requiring three days in an office weekly, including either Monday or Friday, with a focus on accuracy and client-facing communication.