Sr. Associate - New Accounts: Plan & Trust Team

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

Job summary

Raymond James & Associates is hiring for a hybrid role in offices in St. Petersburg, FL; Memphis, TN; or Southfield, MI. You will support client services, document management, and internal processes while coordinating with senior staff.

The role requires a High School Diploma and 7–12 months of general experience. The workstyle is hybrid, combining in-office collaboration with remote tasks and a comprehensive benefits package.

Qualifications

• High School diploma is required.
• General experience of 7–12 months preferred.
• Hybrid work schedule with in-office days as specified.
• Ability to handle client inquiries and support documentation.

Responsibilities

• Develop working knowledge of policies, procedures and relevant regulations.
• Answer calls, assist email/mail inquiries and route complex matters.
• Produce and maintain Microsoft documents, databases and systems.
• Carry out client service activities, including handling complex inquiries.

Skills

Attention to detail

Customer service

MS Office proficiency

Verbal communication

Education

High School Diploma

Tools

Microsoft Office

CRM Systems

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.

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

Workstyle

Hybrid

Compensation & Benefits

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.

Company Values & 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

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.