AMS Support Specialist

Raymond James & Associates • Saint Petersburg, FL

263d • Hybrid

About The Position

As a Senior Associate in our Asset Management Services (AMS) team, you will provide advanced daily support to the Sales team under general supervision. Utilizing the specialized knowledge and skills gained through education, experience, and training, you will collaborate with the Internal Sales team to deliver reports, proposals, and analyses that meet the needs of our advisors. You will adapt procedures, processes, and techniques to address the more complex requirements of the role. Our focus is on delivering superior client service, emphasizing accuracy, timeliness, and consistency.

Requirements

• Bachelor's degree in Business Administration, Finance, Marketing, or High School diploma.
• 7 to 12 months of general experience.
• Knowledge of basic/advanced investment concepts, practices, and procedures used in the securities industry.
• Knowledge of basic financial markets and products, including mutual funds and fixed income.
• Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
• Ability to provide comprehensive and objective analysis and reports.
• Strong problem-solving skills and attention to detail.
• Ability to manage multiple activities simultaneously and meet deadlines.

Responsibilities

• Delivers services for all facets of Asset Management Services Sales and Raymond James Advisors and a diverse suite of client-approved and not-for-client-use reports and analyses.
• Develops and maintains knowledge of the advisory business process, client review process, asset allocation, and benchmark reporting.
• Understands and demonstrates knowledge of various Raymond James systems, support and reporting applications, and third-party vendor applications such as Portfolio Management Center and MPI.
• Creates reports, proposals, and analyses for the sales team to use in advisor consultation and sales meetings.
• Analyzes various investment accounts, including mutual funds, managed accounts, ETFs, SMAs, UMAs, and MDAs, to assist in mapping business for new advisors or potential new advisors.
• Partners with the sales team to create presentations and proposals for sales meetings and home office visits.
• Handles inbound calls, engages the client to fully understand the reason for contact, and provides needs-driven solutions.
• Refers only to the most complex issues to a higher level.
• May assist in cross-training employees.
• Performs other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree