Sr. Associate - New Accounts: Plan & Trust Team

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings and disability

Job summary

Raymond James in Saint Petersburg, FL, seeks a Sr. Associate to join the Plan & Trust Team in New Accounts. The role is hybrid, requiring office presence at least three days per week, with duties spanning investigation, risk assessment, and resolution of non-routine inquiries.

Strong collaboration and documentation skills are essential to deliver client-focused service. The position emphasizes support for training, onboarding, and process improvements, with total compensation including base

Qualifications

• High School completed is required.
• General experience of 7–12 months.
• Travel less than 25%.

Responsibilities

• Investigate and resolve complex client cases and account issues.
• Assess risks and impacts; present findings and recommendations to leadership.
• Support New Accounts procedures, regulatory standards, and documentation.

Skills

Client service

Attention to detail

Communication

Adaptability

Education

High School diploma

Tools

CRM systems

Job description

Job Description Summary

Raymond James’ work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm. This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday. This Sr. Associate will be part of the Plan & Trust Team / COE within the New Accounts dept.

Job Description Responsibilities

Investigate and resolve complex client cases, account issues, operational exceptions, and non-routine inquiries by determining root causes, assessing risks and impacts, and analyzing relevant information. Present findings and actionable recommendations to leaders and stakeholders to support informed decisions and continuous improvement. Apply sound judgment to interpret New Accounts procedures, documentation requirements, and applicable regulatory or compliance standards. Recognize operational, client, financial, regulatory, and reputational risks and elevate matters through the appropriate channels when needed. Assist callers or those making varied inquiries by email or mail with any requests for information, resolving complex inquiries within authority and escalating matters involving heightened risk. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague. Support team effectiveness by sharing knowledge, providing peer guidance, and assisting with training, onboarding, cross-training, or reinforcement of process changes, as business needs require. Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

With guidance but not constant supervision, works at an intermediate level to:

• Achieve thoroughness and accuracy when accomplishing tasks.
• Receive, monitor, and support all assigned customers.
• Understand and effectively operate client management systems.
• Express ideas, request actions, and formulate plans and policies through clear and effective verbal communication.
• Recognize when independent action is appropriate and when consultation or escalation is required.
• Adapt to changes in systems, procedures, account types, workflows, and organizational priorities.

Education

High School (HS) - Completed (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

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.

• 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)
• 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.

Company Culture

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

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-CA1

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.