Sr. Associate - New Accounts: Plan & Trust Team

Raymond James•Southfield, MI

21h•Hybrid

About The Position

The Sr. Associate - New Accounts: Plan & Trust Team position follows a hybrid-friendly schedule, with three in-office days per week, averaging 12 days per month. The role may be based in St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. The associate develops working knowledge of organizational policies, procedures, regulatory codes, and codes of conduct relevant to the work. The role provides administrative and client service support, including responding to inquiries by telephone, email, and mail; preparing and maintaining documents and databases; and handling client cases and inquiries that are more complex or outside the norm. The associate typically works with guidance at an intermediate skill level. Raymond James describes its culture as people-first and guided by the values of client-first, integrity, independence, and a conservative, long-term view. Associates are expected to develop professionally, collaborate, make pragmatic choices with clients in mind, take ownership of results, and contribute to continuous improvement.

Requirements

High school education or equivalent (required).
General experience of 7 to 12 months.
Intermediate-level thoroughness and accuracy in completing tasks, typically with guidance.
Intermediate-level ability to receive, monitor, and serve allocated customers, typically with guidance.
Intermediate-level ability to understand and use client management systems, typically with guidance.
Intermediate-level verbal communication skills for expressing ideas, requesting actions, and formulating plans and policies clearly, typically with guidance.

Responsibilities

Develop working knowledge of organizational policies and procedures and relevant regulatory codes and codes of conduct, and follow mandatory procedures and required standards.
Answer telephone, email, and mail inquiries; provide information or direct complex matters to colleagues as needed.
Initiate internal and external contact 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 administrative tasks that may include purchasing materials, entering budgetary information, and recording time and expenses.
Carry out client service activities, including handling complex or non-standard client cases and inquiries.