Senior Associate, New Accounts - Entity & Foreign (Hybrid)

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings plans

Paid time off including vacation andS

Job summary

Raymond James & Associates, Inc. is seeking a Senior Associate for the Entity & Foreign Team within the New Accounts department. The role is hybrid, requiring three days in the office per week with a schedule that includes either Monday or Friday.

You will investigate complex client cases, resolve account issues, and support risk assessment and process improvements. The position emphasizes collaboration, training support, and knowledge sharing, with duties spanning documentation, client

Qualifications

• High School diploma completed.
• General experience 7–12 months.
• Experience in client service or financial services is a plus.

Responsibilities

• Investigate and resolve complex client cases and account issues.
• Assess risks, determine root causes, and provide actionable recommendations.
• Support training, onboarding, and knowledge sharing within the team.
• Maintain and produce documentation in departmental systems.
• Respond to inquiries via email or mail and escalate when needed.

Skills

Client service

Analytical thinking

Effective communication

Risk assessment

Education

High School diploma

Tools

CRM systems

Microsoft Office

Job description

Raymond James & Associates, Inc. is seeking a Senior Associate for the Entity & Foreign Team within the New Accounts department. The role is hybrid, requiring three days in the office per week with a schedule that includes either Monday or Friday.

You will investigate complex client cases, resolve account issues, and support risk assessment and process improvements. The position emphasizes collaboration, training support, and knowledge sharing, with duties spanning documentation, client