Sr. Associate - New Accounts: Legal Documents Team

Raymond James • Southfield, MI

1d • Hybrid

About The Position

The Sr. Associate is part of the Legal Documents Center of Excellence (COE) within the New Accounts department. The position follows a hybrid schedule, with three in-office days per week in St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. The role handles client service activities, including more complex or non-routine cases and inquiries, and supports departmental operations through communications, document and database work, and related administrative tasks.

Associates are expected to follow organizational policies, procedures, regulatory codes, and codes of conduct relevant to their work. The position requires intermediate-level skills in accuracy, customer service, client management systems, and verbal communication, generally working with guidance. Raymond James describes a people-first culture guided by developing, collaborating, deciding, delivering, and improving, and by the values of client-first service, integrity, independence, and a conservative, long-term view.

Requirements

• High school education or equivalent (required).
• 7 to 12 months of general work experience.
• Intermediate-level thoroughness and accuracy, typically working with guidance.
• Intermediate-level ability to receive, monitor, and address allocated customers, typically working with guidance.
• Intermediate-level ability to understand and effectively operate client management systems, typically working with guidance.
• Intermediate-level verbal communication skills to express ideas, request actions, and formulate plans and policies clearly and effectively, typically working with guidance.

Responsibilities

• Develop working knowledge of relevant organizational policies, procedures, regulatory codes, and codes of conduct, and follow mandatory procedures and required standards.
• Answer telephone, email, and mail inquiries; provide information or refer complex matters to colleagues as appropriate.
• Initiate internal and external communications to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
• Produce and update Microsoft documents, databases, and other departmental systems, and provide best-practice support for their use.
• Perform related administrative tasks, which may include purchasing materials, entering budget information, and recording time and expenses.
• Carry out client service activities, including handling complex or non-routine client cases and inquiries.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off, including vacation, holidays, and sick leave
• Parental leave
• Additional compensation may include cash or equity, discretionary bonuses, or commissions

What This Job Offers

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