New Accounts Associate — Hybrid Client Services

Raymond James; Saint Petersburg (FL); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Raymond James in Saint Petersburg, FL is seeking an administrative professional for a hybrid role with in-office days three per week (approx. 12 days per month) in St. Petersburg, FL, Memphis, TN, or Southfield, MI.

The role emphasizes client communications, document management, and support for senior colleagues. The position involves processing inquiries, preparing documents, and handling routine client service tasks while collaborating with colleagues to ensure compliance with policies and

Qualifications

• High School (HS) (Required).
• General Experience: 7 to 12 months.
• Hybrid work style environment.

Responsibilities

• Develop working knowledge of policies and procedures and regulatory codes relevant to own work.
• Answer calls and assist callers or inquiries by email or mail, routing complex matters as needed.
• Produce and update Microsoft documents, databases, and departmental systems; manage budgetary info and expenses.
• Carry out client service activities, including handling complex inquiries and client cases.

Skills

Attention to detail

Client communication

Document production

Guided tasks execution

Education

High School diploma

Job description

Raymond James in Saint Petersburg, FL is seeking an administrative professional for a hybrid role with in-office days three per week (approx. 12 days per month) in St. Petersburg, FL, Memphis, TN, or Southfield, MI.

The role emphasizes client communications, document management, and support for senior colleagues. The position involves processing inquiries, preparing documents, and handling routine client service tasks while collaborating with colleagues to ensure compliance with policies and