Senior Associate, New Accounts: Client Issues & Transitions

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Sr. Associate to join the New Accounts department in a hybrid work model, requiring three in-office days per week and either Monday or Friday on-site.

The role spans both the SOS Team and Transitions Team COEs, focusing on complex client cases, risk assessment, and process optimization. Responsibilities include resolving inquiries, applying regulatory standards, and contributing to team training and best practices.

Qualifications

• Investigate and resolve complex client cases and account issues.
• Assess risks and regulatory considerations in decisions.
• Communicate findings and recommendations to leadership.
• Support training, onboarding, and process improvements.

Responsibilities

• Investigate and resolve complex client cases and account issues.
• Present findings to leaders and stakeholders to support decisions.
• Apply New Accounts procedures and regulatory standards.
• Assist with information requests and escalate when needed.
• Support sharing knowledge and training within the team.
• Produce and update best-practice documentation for systems.

Skills

Client management systems

Analytical thinking

Root cause analysis

Clear communication

Team collaboration

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James is seeking a Sr. Associate to join the New Accounts department in a hybrid work model, requiring three in-office days per week and either Monday or Friday on-site.

The role spans both the SOS Team and Transitions Team COEs, focusing on complex client cases, risk assessment, and process optimization. Responsibilities include resolving inquiries, applying regulatory standards, and contributing to team training and best practices.