Transitions Onboarding Associate

Raymond James•Saint Petersburg, FL

3d•Hybrid

About The Position

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.

Requirements

Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Supports business processes under supervision by applying an elementary understanding and effective use of standard office equipment and standard software packages.
Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.
Works under supervision at an elementary level to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
Works under supervision at an elementary level to meet high customer service standards.
Works under supervision at an elementary level to understand and effectively operate all customer management systems.
Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service.
General Experience - 4 to 6 months

Nice To Haves

Typically works under close supervision.

Responsibilities

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
Carry out standard customer service activities and handle simple customer inquiries.
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
Maintain files and records.
Organize own work schedule each day in line with changing priorities.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.