Senior Associate — Client Services & Transitions (Hybrid)

Raymond James; Saint Petersburg (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James offers a hybrid schedule with in-office days three per week across St. Petersburg, FL; Memphis, TN; or Southfield, MI. The Sr. Associate will split time between the SOS Team and Transitions Team COEs within the New Accounts department.

Role emphasizes client-service activities, document management, and collaboration with senior colleagues to handle inquiries, while following regulatory codes and internal procedures.

Qualifications

• HS diploma required; 7–12 months General Experience or equivalent preferred.
• Hybrid schedule with in-office days 3 per week at St. Petersburg, FL or other locations.
• Familiarity with client management systems or regulatory guidelines is a plus.

Responsibilities

• Answer calls and emails, directing complex matters to colleagues as needed.
• Produce and update documents, manage databases, and track time/expenses.
• Handle client inquiries and cases, including more complex or non-standard requests.

Skills

Client service

Communication

Phone support

Document handling

Education

High School diploma

Job description

Raymond James offers a hybrid schedule with in-office days three per week across St. Petersburg, FL; Memphis, TN; or Southfield, MI. The Sr. Associate will split time between the SOS Team and Transitions Team COEs within the New Accounts department.

Role emphasizes client-service activities, document management, and collaboration with senior colleagues to handle inquiries, while following regulatory codes and internal procedures.