Sr. Associate - New Accounts: Plan & Trust Team

Raymond James; Saint Petersburg (FL); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Raymond James is seeking a team-oriented professional to join the Plan & Trust group. The role includes handling inquiries by phone and email, maintaining documents and databases, and supporting client services with guidance. The position reports to a senior colleague and offers a hybrid work model with in-office days three per week in St.

Petersburg, FL, Memphis, TN, or Southfield, MI. The successful candidate will work on regulatory compliance awareness, internal procedures, and help deliver

Qualifications

• HS diploma is required.
• 1 year of general work experience (7–12 months) preferred.
• Hybrid work environment with in-office attendance 3 days per week.

Responsibilities

• Develop working knowledge of organizational policies and regulatory codes relevant to own work.
• Answer calls and emails, directing complex inquiries to colleagues as needed.
• Produce, update, and maintain Microsoft documents, databases, and other systems.
• Carry out client service activities, including handling complex inquiries.

Skills

Attention to detail

Client service

Communication

MS Office

Education

High School diploma

Job description

Job Description Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI.

This role will be part of the Plan & Trust Team within the New Accounts dept, reporting to Kendra Jones.

Job Description

Responsibilities

• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
• Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
• Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

• Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.
• Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance.
• Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.
• Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.