Traveling Transition Support Associate - 100% Travel

Raymond James; Orlando (FL); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Traveling Transition Support Associate for a dynamic role that involves 100% travel. This position requires effective communication skills and the ability to analyze data trends to support decision-making. You will resolve queries, advise on process design, and supervise a customer service team. Join a company that values growth, collaboration, and diversity, offering a supportive culture and opportunities for professional development. If you are ready to make an impact and thrive in a fast-paced environment, this is the perfect opportunity for you.

Qualifications

• 1-3 years of experience in a customer service or administrative role.
• Strong analytical skills with the ability to interpret data.

Responsibilities

• Resolve queries from customers and suppliers regarding complex processes.
• Act as a supervisor for a customer service team, managing productivity.

Skills

Effective verbal communication skills

Data analysis and reporting

Business process documentation

Technical guidance

Client needs assessment

Education

High School diploma

Tools

Standard office software

Job description

Traveling Transition Support Associate - 100% Travel page is loaded

Traveling Transition Support Associate - 100% Travel

Apply locations Remote Florida - United States, Remote Colorado - United States
time type Full time
posted on Posted 3 Days Ago
job requisition id R-0003649

Job Description

This is a 100% travel position. Must live near a major airport hub.

Responsibilities:

• Resolve queries from internal or external customers or suppliers by providing information on complex processes and policies, referring issues to others when necessary for interpretation.
• Interpret data and identify solutions, navigating various processes and procedures.
• Advise on designing new processes and systems that meet professional standards.
• Work on complex administrative processes and databases to develop and test procedures aligned with organizational needs.
• Organize and prepare complex documents using standard office software; gather and summarize data for reports.
• Build effective relationships within the organization, delivering high-quality services with guidance from senior colleagues.
• Act as first-line supervisor for a customer service team, helping achieve targets like productivity and turnaround times, handling complex issues.
• Identify and escalate noncompliance with policies or regulations within the team.
• Develop personal capabilities through training, coaching, and maintaining relevant certifications; stay informed on technology and industry best practices.

Skills:

• Effective verbal communication skills; able to provide technical guidance.
• Support business processes independently, using standard office tools, and guide others.
• Analyze data trends and develop reports to support decision-making.
• Understand business context and document processes and future states.
• Interpret data, develop business cases, and identify solutions' value.
• Perform gap analysis and plan activities to meet objectives.
• Communicate clearly and uncover client needs and opportunities.

Licenses/Certifications:

• FINRA SIE - Not required but highly preferred

Education

High School diploma

Work Experience

13 months to 3 years

Travel

Up to 100%

Workstyle

Remote

Raymond James emphasizes growth, collaboration, accountability, and continuous improvement. We value diversity and inclusion, and are committed to equal opportunity employment.

About Raymond James

A diversified financial services firm founded in 1962, headquartered in St. Petersburg, Florida, with operations across the US, Canada, UK, and Germany. Listed on NYSE (RJF).

Join our Talent Network

Interested in staying connected with Raymond James? We focus on people’s financial well-being and offer growth opportunities, benefits, and a supportive culture. Learn more in our Culture Blueprint.