Senior Associate, Client Ops & Compliance Mentor

Raymond James; Saint Petersburg (FL); Hybrid; USD 42,000 - 58,000; Full time

Job summary

Raymond James is seeking a client-focused professional to join our hybrid team in Saint Petersburg, FL, blending in-office collaboration with flexible remote work. You will serve as a subject matter expert for financial advisors and sales assistants, handling moderately complex issues, mentoring peers, and supporting day-to-day branch operations.

The role emphasizes strong data analysis, decision-making, and a commitment to high-quality customer service.

Qualifications

• High School diploma required.
• General Experience: 7–12 months.
• Hybrid workstyle with in-office days.
• Strong written and verbal communication skills.

Responsibilities

• Serve as subject matter expert for internal and external clients, including financial advisors and sales assistants.
• Process and answer questions on moderately complex issues, analyzing data to determine actions.
• Mentor and train less experienced associates and support teammates.
• Provide branch operations support and customer service at a high level.
• Review lower level associates work for accuracy and completeness.
• Maintain proper recordkeeping and documentation for client requests.

Skills

Detail orientation

Interpersonal communication

Analytical thinking

Mentoring

Customer service

Education

High School

Tools

Microsoft Office

Job description

Raymond James is seeking a client-focused professional to join our hybrid team in Saint Petersburg, FL, blending in-office collaboration with flexible remote work. You will serve as a subject matter expert for financial advisors and sales assistants, handling moderately complex issues, mentoring peers, and supporting day-to-day branch operations.

The role emphasizes strong data analysis, decision-making, and a commitment to high-quality customer service.