Senior Accounts Associate: Client Solutions & Investigations

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings and disability

Job summary

Raymond James in Saint Petersburg, FL, seeks a Sr. Associate to join the Plan & Trust Team in New Accounts. The role is hybrid, requiring office presence at least three days per week, with duties spanning investigation, risk assessment, and resolution of non-routine inquiries.

Strong collaboration and documentation skills are essential to deliver client-focused service. The position emphasizes support for training, onboarding, and process improvements, with total compensation including base

Qualifications

• High School completed is required.
• General experience of 7–12 months.
• Travel less than 25%.

Responsibilities

• Investigate and resolve complex client cases and account issues.
• Assess risks and impacts; present findings and recommendations to leadership.
• Support New Accounts procedures, regulatory standards, and documentation.

Skills

Client service

Attention to detail

Communication

Adaptability

Education

High School diploma

Tools

CRM systems

Job description

Raymond James in Saint Petersburg, FL, seeks a Sr. Associate to join the Plan & Trust Team in New Accounts. The role is hybrid, requiring office presence at least three days per week, with duties spanning investigation, risk assessment, and resolution of non-routine inquiries.

Strong collaboration and documentation skills are essential to deliver client-focused service. The position emphasizes support for training, onboarding, and process improvements, with total compensation including base