Senior Associate, Global New Accounts – Entity & Foreign

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Raymond James & Associates seeks a Sr. Associate in the New Accounts department. This hybrid role combines in-office collaboration in St.

Petersburg, FL with remote work days. You will support the SOS and Transitions Teams, handling client inquiries, document management, and routine client service activities to ensure smooth account setup and ongoing service. The position emphasizes adherence to policies, effective communication, and accurate data handling, with opportunities to grow within a

Qualifications

• High School Diploma or equivalent is required.
• Experience with client service and handling inquiries is preferred.
• Basic understanding of Microsoft Office and data entry processes.

Responsibilities

• Answer phone and assist callers or email inquiries, directing complex issues as needed.
• Produce and maintain documents and records in departmental systems.
• Handle client cases and inquiries, including follow-ups and escalations.
• Support timekeeping, budgeting and expense recording tasks.

Skills

Verbal communication

Phone handling

Email correspondence

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office

CRM systems

Job description

Raymond James & Associates seeks a Sr. Associate in the New Accounts department. This hybrid role combines in-office collaboration in St.

Petersburg, FL with remote work days. You will support the SOS and Transitions Teams, handling client inquiries, document management, and routine client service activities to ensure smooth account setup and ongoing service. The position emphasizes adherence to policies, effective communication, and accurate data handling, with opportunities to grow within a