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Traveling Transition Support Associate - 100% Travel

Raymond James Financial

Raymond James Financial

Customer Service
Memphis, TN, USA · St. Petersburg, FL, USA · Remote
Posted on Thursday, July 11, 2024
Traveling Transition Support Associate - 100% Travel-2402241

Description

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

Job Summary:
Under limited supervision provides operations support as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices. Guidance is provided to perform varied work that is somewhat difficult in nature requiring some evaluation, originality and ingenuity to solve moderately complex problems.
Essential Duties and Responsibilities:
Researches and helps resolve issues related to the transition of new financial advisors joining PCG offices.
Provides onsite branch support.
Processes new branch paperwork to open and transfer accounts.
Assists financial advisors to gather information missing from forms and paperwork and ensure accuracy.
Assists with educating financial advisors and their staff on Raymond James policies, procedures and systems
Acts as a liaison between financial advisors and home office departments and ensures follow up and completion of transition responsibilities.
Performs special projects and cross-trains on other departmental functions.
Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:
Knowledge of:
Basic office practices, procedures and methods.
Account types, the transfer process, and industry operations in general.
Back office systems.
Skill in:
Organizational and time management sufficient to prioritize workload, handle multiple tasks and meet deadlines.
Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
Detail orientation to ensure quality standards are met without impairing workflow.
Oral and written communication sufficient enough to interact effectively with and guide financial advisors and their staff on various operations issues while remaining in constant contact with the lead consultant and respective regional team
Ability to:
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Execute instructions and request clarification when necessary.
Constructively work under stress and pressure when faced with high workloads and deadlines.
Provide a high level of customer service in a calm, courteous and professional manner.
Work independently as well as collaboratively within a team environment.
Establish and maintain effective working relationships at all levels of the organization.
Follow up and ensure resolution of issues and completion of tasks.
Educational/Previous Experience Requirements:
  • Bachelor’s Degree in Business or related field with a minimum of two (2) years’ experience in the financial services industry.

~or~

  • An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:
  • None required.
  • SIE (Securities Industry Essentials) Exam, highly preferred.
Raymond James Guiding Behaviors
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.

Job

Operations

Primary Location

US-Remote

Other Locations

US-TN-Memphis-Memphis, US-FL-St. Petersburg-Saint Petersburg

Organization

Operations & Administration

Schedule

Full-time

Shift

Day Job

Travel

Yes, 100 % of the Time
Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) 70000-73000
Eligible for Discretionary Bonus Yes
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