Associate - New Accounts: Transitions Team

Raymond James•St. Petersburg, FL

9d•Hybrid

About The Position

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Corporate Home Office. Responsibilities: 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. Accurately and efficiently diagnoses questions and issues and crafts client focused solutions. Provides education to branch personnel related to account opening and maintenance. Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements. Establishes new client accounts by utilizing industry registration requirements. Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions. 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. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Skills: Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses. Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel. Organize and prioritize workload to meet deadlines. Express ideas, request actions and formulate plans or policies. Supports business processes by applying an effective use of standard office equipment and standard software packages. Develop appropriate plans or perform necessary actions based on recommendations and requirements. Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Plan, organize, prioritize and oversee activities to efficiently meet business objectives. Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. Meet high customer service standards. Understand and effectively operate all customer management systems. Perform data analysis for use in reports to help guide decision making. Select, deploy and get the best results from the most appropriate office system. Educational/Previous Experience Requirements: High School Diploma/GED - Required Bachelor’s Degree in Business, Finance, or related field highly preferred. ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources Education 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-CA1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
Organize and prioritize workload to meet deadlines.
Express ideas, request actions and formulate plans or policies.
Supports business processes by applying an effective use of standard office equipment and standard software packages.
Develop appropriate plans or perform necessary actions based on recommendations and requirements.
Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.
Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Meet high customer service standards.
Understand and effectively operate all customer management systems.
Perform data analysis for use in reports to help guide decision making.
Select, deploy and get the best results from the most appropriate office system.
High School Diploma/GED - Required
General Experience - 4 to 6 months

Nice To Haves

Bachelor’s Degree in Business, Finance, or related field highly preferred.
Any equivalent combination of experience, education, and/or training approved by Human Resources

Responsibilities

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.
Accurately and efficiently diagnoses questions and issues and crafts client focused solutions.
Provides education to branch personnel related to account opening and maintenance.
Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements.
Establishes new client accounts by utilizing industry registration requirements.
Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
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.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.