Transitions Onboarding Associate

Raymond James•Saint Petersburg, FL

17h•Hybrid

About The Position

Supports advisor onboarding and account opening activities under close supervision. Assists with processing documentation, maintaining records, tracking workflow progress, and coordinating with internal partners to help ensure a smooth and efficient onboarding experience. This role is hybrid, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday. The position is not eligible for work visa sponsorship, either currently or in the future.

Requirements

High school education completed.
General experience of 4 to 6 months.
Ability to work under close supervision and accomplish tasks thoroughly and accurately.
Ability to receive, monitor, and manage assigned customers.
Ability to understand and effectively operate client management systems.
Clear and effective verbal communication skills to express ideas, request actions, and formulate plans and policies.

Responsibilities

Follow mandatory procedures to meet quality standards and comply with external regulatory codes and internal codes of conduct.
Answer telephone, email, and mail inquiries, handle basic requests for information, and direct more complex matters to colleagues as needed.
Enter data into company systems and review and verify information for accuracy and accessibility.
Maintain files and records.
Support advisor onboarding and account opening activities, including processing documentation, tracking workflow progress, and coordinating with internal partners.