Senior Associate, New Accounts – Entity & Foreign Team

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

Benefits offered by this job

Benefits package

Parental leave

Job summary

Raymond James is seeking a Sr. Associate in the New Accounts group to investigate and resolve complex client cases and account issues. The role operates in a hybrid work setting, with at least three days per week in an office, including either Monday or Friday.

You will support the Entity & Foreign Team within New Accounts, handling inquiries, documenting findings, and maintaining knowledge across systems. Strong communication and attention to detail are essential for success.

Qualifications

• HS diploma completed.
• 7–12 months general experience.
• Interest in client service and regulatory processes.

Responsibilities

• Investigate and resolve complex client cases and account issues, identifying root causes and risks.
• Interpret procedures and regulatory standards, escalating high-risk matters as needed.
• Assist inquiries via email/mail, providing information and coordinating with senior colleagues.
• Share knowledge and train teammates, supporting onboarding and process changes.
• Produce and maintain MS Office documents and departmental databases.
• Handle complex client service inquiries beyond standard scope.

Skills

Attention to detail

Client management systems

Verbal communication

Escalation awareness

Adaptability to changes

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James is seeking a Sr. Associate in the New Accounts group to investigate and resolve complex client cases and account issues. The role operates in a hybrid work setting, with at least three days per week in an office, including either Monday or Friday.

You will support the Entity & Foreign Team within New Accounts, handling inquiries, documenting findings, and maintaining knowledge across systems. Strong communication and attention to detail are essential for success.