Senior Client Services & Training Lead

300 Raymond James Bank; Saint Petersburg (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Life insurance

Disability benefits

Paid time off

Parental leave

Job summary

Raymond James in Saint Petersburg, FL is seeking an associate to assist with the overall management of an assigned functional area within the operations department. You will help improve efficiency, train staff, and support special projects while maintaining high-quality service to clients.

The role involves handling deposit accounts, guiding associates on procedures, and collaborating with management to identify productivity opportunities.

Qualifications

• General experience is required (7–12 months).
• Knowledge of operations and financial industry concepts.
• Analytical and problem-solving abilities.
• Strong interpersonal and communication skills.

Responsibilities

• Monitor workflows to ensure timely, accurate assignments.
• Provide training and guidance to associates on processes and policies.
• Open new deposit accounts and service client documentation.
• Prepare reports and recaps for management.
• Support department training tools and cross-training.
• Resolve client issues and maintain records.

Skills

Operational knowledge

Financial industry knowledge

Analytical thinking

Interpersonal skills

Job description

Raymond James in Saint Petersburg, FL is seeking an associate to assist with the overall management of an assigned functional area within the operations department. You will help improve efficiency, train staff, and support special projects while maintaining high-quality service to clients.

The role involves handling deposit accounts, guiding associates on procedures, and collaborating with management to identify productivity opportunities.