Sr. Associate, Advisory-Managed New Accounts
Job Description Summary
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. After the training period, in office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.Training: During the 16-week training period, associates will be expected to be in-office Monday-Thursday, and training from home on Fridays. Training hours will be from 8am-5pm.
We are seeking a detail-oriented and solutions-driven professional to join our team. This role involves researching and resolving a variety of issues by navigating multiple systems, collaborating with internal departments, and maintaining strong communication with branches and Financial Advisors. The ideal candidate will be responsible for opening new accounts on our managed, fee-based account platform and addressing moderate to complex client and operational issues. Strong verbal and written communication skills are essential, as this position requires clear and effective interaction across multiple stakeholders.
Job Description
Responsibilities
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
- Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
- Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.
Skills
- Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.
- Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance.
- Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.
- Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.
Education
High School (HS) (Required)Work Experience
General Experience - 4 to 6 monthsCertifications
Travel
Less than 25%Workstyle
HybridAt 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-CA1
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Support Financial Advisors and their clients through high-quality, detail-oriented client service and administrative work at Raymond James’ Monroeville branch.
Raymond James is hiring a Quality Review Specialist in Pittsburgh to validate Deposit and Treasury workflows, manage audit documentation, and ensure compliance across operations.
HUB International is hiring an Administrative Assistant in Billings to provide friendly front-desk reception, clerical support, and administrative assistance to account management teams.
Lead and develop a Partner Management team at Fiserv to manage strategic client relationships, drive operational outcomes, and uncover new revenue opportunities.
Seeking a proactive Customer Success Manager to lead onboarding and optimization for a high-growth SaaS platform focused on web-to-app funnels.
As a strategic leader at ServiceNow, you will own post-sales transformation for our most valuable accounts, guiding C-level engagement and cross-functional execution to maximize long-term customer value.
Experienced rail industry sales professional sought to own regional transit service accounts, grow aftermarket parts and service revenues, and deepen customer relationships across the Western US.
Highmark is hiring a Senior Client Manager in Pittsburgh to manage and grow existing employer accounts through renewals, cross-selling, and strategic client partnerships.
Provide high-quality client support to CLA’s Wealth Advisory team in Brainerd by managing client communications, CRM updates, meeting preparation, and account service tasks.
Experienced account leader needed to manage and grow strategic key accounts for Continental's Tires business, overseeing sales, pricing, forecasting and cross-functional execution.
AnewHealth seeks a detail-oriented Client Relationship Specialist to manage client communications for Pharmastar product lines and support Medicare Part D operations and regulatory reporting.
Customer Success Manager for Salesforce Signature in Public Sector — a named partner responsible for driving customer outcomes, technical orchestration, and renewal/growth for federal civilian customers.
Lead strategic customers as a Senior Product Success Manager to accelerate adoption of ServiceNow ITSM innovations, drive time-to-value, and ensure renewal success.
CDK Global is hiring a Sr. Customer Success Manager to drive adoption, retention, and growth for dealership clients by delivering strategic guidance, analytics, and hands-on support for CDK's SaaS platform.
UpClear is hiring a technically adept Client Success Manager in NYC to manage strategic CPG accounts, drive SaaS adoption, and act as the bridge between clients and product/engineering.
You could call it Ray. You could call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities...
20 jobs
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
