Hybrid Senior Associate, Client Services & Transitions

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James & Associates in Saint Petersburg, FL offers a hybrid work schedule with in-office days three per week. The Sr. Associate will support both SOS and Transitions Team COEs within New Accounts, handling client inquiries, processing documentation, and contributing to policy adherence.

In-office locations include St. Petersburg, Memphis, or Southfield. The role emphasizes service and regulatory compliance.

Qualifications

• HS diploma or equivalent required.
• 7–12 months general work experience.
• Hybrid work model with in-office days.

Responsibilities

• Learn and apply company policies and regulatory codes.
• Answer calls and assist inquiries, route complex issues.
• Prepare and update Microsoft documents, databases, and other systems.
• Handle client cases and inquiries, including more complex ones.

Skills

Client communications

Document management

Policy knowledge

Time & expense records

Education

High School (HS) (Required)

Job description

Raymond James & Associates in Saint Petersburg, FL offers a hybrid work schedule with in-office days three per week. The Sr. Associate will support both SOS and Transitions Team COEs within New Accounts, handling client inquiries, processing documentation, and contributing to policy adherence.

In-office locations include St. Petersburg, Memphis, or Southfield. The role emphasizes service and regulatory compliance.