Job Description Summary

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with internal customers.

Job Description

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
• Works at a basic level to achieve thoroughness and accuracy when accomplishing a task. Typically works under close supervision.
• Works at a basic level to receive, monitor and deal with all allocated customers. Typically works under close supervision.
• Works at a basic level to understand and operate effectively all client management systems. Typically works under close supervision.
• Works at a basic level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works under close supervision.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 4 to 6 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.

#LI-DR1