Transitions Onboarding Associate

Raymond James; Saint Petersburg (FL); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is recruiting for an onboarding support role in Saint Petersburg, FL. The position emphasizes assisting with advisor onboarding and account opening under supervision, documenting and tracking workflows, and coordinating with internal partners to ensure a smooth onboarding experience.

This role operates in a hybrid work environment, requiring three days in an office weekly, including either Monday or Friday, with a focus on accuracy and client-facing communication.

Qualifications

• Roles supported onboarding and account opening with supervision.
• Handle documentation and maintain records accurately.
• Coordinate with internal partners to ensure a smooth onboarding process.

Responsibilities

• Follow mandatory procedures to meet quality standards and regulatory codes.
• Answer calls and emails with basic information; route complex issues.
• Enter data into systems and verify accuracy and accessibility.
• Maintain files and records.

Skills

Attention to detail

Customer service

Data entry

Communication

Education

High School diploma

Tools

Client management systems

Job description

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.

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

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)


• parental leave

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.