Sr. Associate - New Accounts: Entity & Foreign Team

Raymond James•Southfield, MI

21h•Hybrid

About The Position

This Sr. Associate serves in a dual role within the New Accounts department as part of both the SOS Team and Transitions Team COEs. The position follows a hybrid schedule, with three in-office days per week, averaging 12 days per month, in St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. Travel is less than 25%. The role handles client service activities, including more complex or atypical client cases and inquiries, and provides administrative and systems support while working with guidance at an intermediate level.

Requirements

Completed high school education.
General work experience of 7 to 12 months.
Intermediate-level thoroughness and accuracy, typically working with guidance.
Intermediate-level ability to receive, monitor, and assist allocated customers, typically working with guidance.
Intermediate-level understanding and effective operation of client management systems, typically working with guidance.
Intermediate-level clear and effective verbal communication to express ideas, request actions, and formulate plans and policies, typically working with guidance.

Responsibilities

Develop working knowledge of organizational policies and procedures and relevant regulatory codes and codes of conduct, and follow mandatory procedures to meet required standards.
Answer telephone, email, and mail inquiries; provide requested information, direct complex matters to colleagues, and initiate internal or external contact to convey requests, provide instructions, or obtain information for a senior colleague.
Produce and update Microsoft documents, databases, and departmental systems, and provide best-practice support for their use.
Carry out related administrative tasks, which may include purchasing materials, entering budget information, and recording time and expenses.
Handle client service activities, including client cases and inquiries that are more complex or outside the norm.