Job Description Summary

We are seeking a detail-oriented and proactive Program Coordinator, Client Referral Programs to support the administration and optimization of our firm’s client referral programs. This role requires a strong operational mindset, excellent communication skills, and the ability to collaborate across departments. You will play a key role in ensuring the efficiency, accuracy, and success of our referral initiatives.

Job Description

Position Summary

We are seeking a detail-oriented and proactive Program Coordinator, Client Referral Programs to support the administration and optimization of our firm’s client referral programs. This role requires a strong operational mindset, excellent communication skills, and the ability to collaborate across departments. You will play a key role in ensuring the efficiency, accuracy, and success of our referral initiatives.

Key Responsibilities

• Review and process applications for new referral program participants.
• Serve as a resource to financial advisors, providing guidance on program benefits and best practices.
• Monitor workflows to ensure timely and accurate task completion.
• Identify and resolve operational and systemic issues.
• Recommend and implement process improvements to enhance efficiency and productivity.
• Support special projects and initiatives as needed.
• Stay current on relevant regulations, firm policies, and procedures.
• Utilize standard office equipment and software tools to perform daily tasks.
• Perform additional duties as assigned.

Knowledge of:

• Referral program operations, policies, and procedures.
• Financial services operations and systems.
• Basic investment concepts and financial market practices.

Skills in:

• Problem-solving and issue resolution.
• Process analysis and improvement.
• Microsoft Office Suite (Outlook, Access, Excel, Word).
• Effective communication and relationship-building.

Ability to:

• Collaborate across departments to achieve shared goals.
• Interpret and apply business policies and procedures.
• Influence and motivate others without direct authority.
• Manage multiple priorities in a fast-paced environment.
• Deliver exceptional customer service and lead by example.
• Work independently and as part of a team.

Education & Experience

• High school diploma or equivalent with a minimum of 3 years of experience in the financial services industry,
  – or –
  An equivalent combination of education, training, and experience as approved by Human Resources.

Education

High School (HS)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.