Transitions Onboarding Associate

Raymond James; Saint Petersburg (FL); Hybrid; USD 32,000 - 43,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability benefits

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James in St. Petersburg, FL offers a hybrid schedule with in-office days three per week. The role supports advisor onboarding, processes documentation, and coordinates with internal partners to ensure a smooth onboarding experience.

The position emphasizes accuracy in data entry, maintaining client records, and clear communication by phone and email, with entry-level supervision and opportunities to grow within a collaborative team.

Qualifications

• High School diploma required.
• 4–6 months general work experience.
• Hybrid work arrangement.

Responsibilities

• Follow procedures to meet quality standards and comply with regulatory codes.
• Answer calls and assist email/mail inquiries, directing complex matters to colleagues as needed.
• Perform data entry into company systems and verify information for accuracy.
• Maintain files and records.

Skills

Data entry

Customer service

CRM software

Verbal communication

Attention to detail

Education

High School Diploma

Tools

Microsoft Office

CRM software

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 in our St. Petersburg, FL home office location.

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 in our St. Petersburg, FL home office location.

Typically works under close supervision to support advisor onboarding and account opening activities. Assists with processing documentation, maintaining records, tracking workflows, and communicating with internal partners to facilitate a smooth onboarding experience.

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

Typicaly 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.

Education

High School (HS) (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); 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

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.