Hybrid Onboarding & Transitions Associate

Raymond James; Saint Petersburg (FL); Hybrid; USD 32,000 - 43,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability benefits

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James in St. Petersburg, FL offers a hybrid schedule with in-office days three per week. The role supports advisor onboarding, processes documentation, and coordinates with internal partners to ensure a smooth onboarding experience.

The position emphasizes accuracy in data entry, maintaining client records, and clear communication by phone and email, with entry-level supervision and opportunities to grow within a collaborative team.

Qualifications

• High School diploma required.
• 4–6 months general work experience.
• Hybrid work arrangement.

Responsibilities

• Follow procedures to meet quality standards and comply with regulatory codes.
• Answer calls and assist email/mail inquiries, directing complex matters to colleagues as needed.
• Perform data entry into company systems and verify information for accuracy.
• Maintain files and records.

Skills

Data entry

Customer service

CRM software

Verbal communication

Attention to detail

Education

High School Diploma

Tools

Microsoft Office

CRM software

Job description

Raymond James in St. Petersburg, FL offers a hybrid schedule with in-office days three per week. The role supports advisor onboarding, processes documentation, and coordinates with internal partners to ensure a smooth onboarding experience.

The position emphasizes accuracy in data entry, maintaining client records, and clear communication by phone and email, with entry-level supervision and opportunities to grow within a collaborative team.