New Accounts Specialist — Hybrid & Client Impact

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

Job summary

Raymond James & Associates is hiring for a hybrid role in offices in St. Petersburg, FL; Memphis, TN; or Southfield, MI. You will support client services, document management, and internal processes while coordinating with senior staff.

The role requires a High School Diploma and 7–12 months of general experience. The workstyle is hybrid, combining in-office collaboration with remote tasks and a comprehensive benefits package.

Qualifications

• High School diploma is required.
• General experience of 7–12 months preferred.
• Hybrid work schedule with in-office days as specified.
• Ability to handle client inquiries and support documentation.

Responsibilities

• Develop working knowledge of policies, procedures and relevant regulations.
• Answer calls, assist email/mail inquiries and route complex matters.
• Produce and maintain Microsoft documents, databases and systems.
• Carry out client service activities, including handling complex inquiries.

Skills

Attention to detail

Customer service

MS Office proficiency

Verbal communication

Education

High School Diploma

Tools

Microsoft Office

CRM Systems

Job description

Raymond James & Associates is hiring for a hybrid role in offices in St. Petersburg, FL; Memphis, TN; or Southfield, MI. You will support client services, document management, and internal processes while coordinating with senior staff.

The role requires a High School Diploma and 7–12 months of general experience. The workstyle is hybrid, combining in-office collaboration with remote tasks and a comprehensive benefits package.