Capital Access Associate

Raymond James • Saint Petersburg, FL

2d • Hybrid

About The Position

Join the team that supports Raymond James’ Capital Access cash management product, which provides clients with secure and convenient features such as Visa® Debit Cards, Check Writing, ACH Transfers, and Online Bill Pay. As a Capital Access Associate, you’ll play a key role in ensuring clients, branch teams, and Financial Advisors receive accurate, timely, and helpful support. This position is ideal for someone who enjoys problem-solving, building relationships, and delivering excellent service in a fast-paced 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 St. Petersburg, FL Corporate Office. Hours: This position requires 1 shift per week from (11am-8pm or 10am-7pm ET) and the other days will be 8am-5pm ET.

Requirements

• 1–2+ years of customer service or operations experience (financial services a plus).
• Strong oral and written communication skills with the ability to simplify complex information.
• Problem-solving mindset with strong attention to detail.
• Ability to multitask while staying organized and focused.
• Comfort working in multiple systems and learning new software.
• A team-oriented, coachable attitude with a desire to contribute.
• High School (HS) (Required)

Responsibilities

• Client Support & Issue Resolution Handle incoming calls and inquiries related to Capital Access features.
• Research and resolve moderately complex issues (e.g., card transactions, ACH, check processing).
• Provide clear explanations and document cases accurately.
• Advisor & Internal Partner Support Work with branch teams, Financial Advisors, and internal partners to address escalations.
• Communicate updates and resolutions professionally and promptly.
• Data & Systems Accuracy Enter and verify account information across internal systems.
• Maintain organized, audit-ready records and support routine operational tasks.
• Compliance & Quality Follow required procedures, ensuring accuracy and adherence to regulatory standards.
• Meet service-level expectations for response time and case quality.
• Continuous Improvement Participate in training and contribute to process enhancements and team knowledge-sharing.

Benefits

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
• Eligibility for benefits and specific offerings may vary based on position and employment status.
• To view more details of the benefits offered, visit Myrjbenefits.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED