Transitions Onboarding Associate

Transitional Onboarding Associate

Saint Petersburg, Florida - United States

Full time

Job Description Summary

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

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.

Raymond James’ work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm. This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday.

Job Description

Responsibilities

• 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.
• 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.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Maintain files and records.

Skills

Typically works under close supervision and at a basic level to:

• Achieve thoroughness and accuracy when accomplishing tasks.

• Receive, monitor, and manage assigned customers.

• Understand and effectively operate client management systems.

• Express ideas, request actions, and formulate plans and policies through clear and effective verbal communication.

• Licenses/Certifications: None Required.

Education

• High School (HS) - Completed (Required)

• Work Experience

• General Experience - 4 to 6 months

• Certifications

• Travel

• Less than 25%

• Workstyle

• Hybrid

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

• At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

• About Raymond James

• Raymond James is a diversified financial services company providing wealth management, capital markets,

• asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

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