Transitions Onboarding Associate

Raymond James, Inc.; Florida; Híbrido; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits package

Descripción de la vacante

Raymond James is seeking a Transitions Onboarding Associate in Saint Petersburg, FL. The role supports advisor onboarding, processes documentation, and coordinates with internal teams to ensure a smooth onboarding experience. It is a hybrid position requiring in-office presence at least three days a week.

Ideal candidates have a High School diploma and approximately 4–6 months of general experience, with strong data entry and communication skills to manage records and inquiries efficiently.

Formación

• High School diploma required.
• 4 to 6 months of general work experience desired.
• Ability to maintain accurate records and data entries.

Responsabilidades

• Answer phones and assist callers with basic inquiries.
• Process documentation and enter data into company systems.
• Maintain and organize files and records.
• Coordinate with internal partners to support onboarding workflows.
• Communicate clearly to request actions and document plans.

Conocimientos

Data entry

Phone support

Record keeping

Verbal communication

Educación

High School diploma

Herramientas

CRM systems

Descripción del empleo

Transitions Onboarding AssociateThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality may be limited. Manage Preferences### Transitions Onboarding AssociateApply: Saint Petersburg, Florida - United States: Full time: Posted Today: End Date: November 2, 2026 (3 days left to apply): R-0013076**Job Description Summary**Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Supports advisor onboarding and account opening activities under close supervision. Assists with processing documentation, maintaining records, tracking workflow progress, and coordinating with internal partners to help ensure a smooth and efficient onboarding experience. 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.**Job Description****Responsibilities*** Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.* Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.* Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.* Maintain files and records. **Skills**:Typically works under close supervision and at a basic level to:* Achieve thoroughness and accuracy when accomplishing tasks.* Receive, monitor, and manage assigned customers.* Understand and effectively operate client management systems.* Express ideas, request actions, and formulate plans and policies through clear and effective verbal communication. **Licenses/Certifications:** None Required.**Education**High School (HS) - Completed (Required)**Work Experience**General Experience - 4 to 6 months**Certifications****Travel**Less than 25%**Workstyle**HybridThe 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 firmAt 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.### About Raymond JamesRaymond 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.