Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Helps end-users resolve issues with computer hardware or software. Responds to user inquiries, troubleshoots and diagnoses problems and identifies solutions with IT equipment and applications. Job…
Skills: Hardware Troubleshooting, Software Troubleshooting, Technical Support, Customer Service, Operating Systems
Lafayette, Louisiana, United States · On-site
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips …
Skills: Prospecting, Networking, Financial Planning, Client Relationship Management, Investment Analysis
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training. This role includes rese…
Skills: Account Transfer, Client Support, Data Entry, Analytical Capabilities, Verbal Communication
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in …
Skills: Strategic Direction, Product Roadmap Execution, Resource Management, Budget Management, Open Architecture Design
Saint Petersburg, Florida, United States · Hybrid
$130k–$250k/yr
Job Description Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following offices: S…
Skills: Trading Systems, Architecture, Microservices, API Design, Event-Driven Architecture
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our corporate offices in Saint Pete, FL. The Early Careers advisor is an …
Skills: Administrative Support, Project Coordination, Adult Learning Principles, Workday LMS, Data Analysis
Pasadena, California, United States · On-site
$45k–$65k/yr
Job Description Summary Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have d…
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Customer Service, Account Research
Denver, Colorado, United States · Remote OK
$100k–$145k/yr
Job Description Summary Note: This position is eligible for remote work anywhere within the United States. However, candidates who reside within a commutable distance to our corporate offices in Saint Petersburg, FL, Den…
Skills: HP NonStop COBOL85, HPNS SQL/MX, SQL/MP, Pathway Servers, Tandem Guardian OS
Southfield, Michigan, United States · Hybrid
Job Description Summary Raymond James is seeking a detail-oriented and experienced Senior Mutual Fund Reconciliation Support Associate to support the daily reconciliation and balancing of mutual fund positions, cash acti…
Skills: Mutual Fund Reconciliation, Financial Analysis, Data Validation, Root Cause Analysis, Microsoft Excel
Holland, Michigan, United States · On-site
Job Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registe…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Asset Transfer Processing, Microsoft Excel
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-sta…
Skills: Mutual Fund Regulations, Financial Reconciliation, Leadership, Data Analysis, Time Management
Medina, Ohio, United States · On-site
Job Description Summary Job Description Job Summary Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for …
Skills: Financial Planning, Investment Management, Client Relationship Management, Prospecting, Networking
The Woodlands, Texas, United States · On-site
Job Description Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to…
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Account Opening, Customer Service
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary We are seeking a Director-level Data Products and Analytics leader to help the enterprise maximize the value of its data through trusted, reusable, AI-enabled data products, governed self-service …
Skills: Data Product Management, Enterprise Analytics, AI Fluency, Data Marketplace Strategy, Financial Services Domain Knowledge
Louisville, Kentucky, United States · On-site
Job Description Summary Job Description Job Summary Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for …
Skills: Financial Planning, Investment Management, Client Relationship Management, Prospecting, Networking
Coeur d'Alene, Idaho, United States · On-site
Job Description Summary Job Description Job Summary Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instru…
Skills: Mass Mailings, Client Outreach, Seminar Coordination, Appointment Setting, Lead Management
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Uses knowledge and skills obtained through education and experience to oversee operational functions of the treasury department to include cash flow management, banking relationships, management o…
Skills: Cash Flow Management, Banking Relationships, Interest Rate Hedging, Foreign Exchange Hedging, Stress Testing
Carlsbad, California, United States · On-site
$70k–$90k/yr
Job Description Summary Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with…
Skills: Portfolio Analytics, Asset Allocation, Financial Modeling, Market Research, Investment Analysis
Memphis, Tennessee, United States · Hybrid
Job Description Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate. you’ll be the friendly, knowledgeable voice supporting our…
Skills: Client Service, Account Inquiry Resolution, Disbursement Troubleshooting, Compliance Monitoring, Transaction Research
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Under general supervision, uses advanced skills gained through education and experience to support, in an assigned functional area, the preparation of financial and mortgage related entries and th…
Skills: General Ledger Accounting, Bank Reconciliation, Financial Reporting, GAAP, Microsoft Excel
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide second-line technical support for hardware and software issues to internal clients via multiple communication channels. Diagnose connectivity problems, manage system access requests, and document activities within a contact center environment.
Requires a high school diploma and between 13 months to 3 years of general experience. Candidates must be able to obtain HDI Certification within one year of hire.
This position will follow our hybrid work model, we expect the selected candidate to be in office 3 days a either our our St. Petersburg HQ, Southfield, MI, or Memphis TN office locations
Please Note: The initial training period will last four weeks and will require candidates to be onsite in the office five days a week.
With the goal of providing superior service and first contact resolution, this role delivers front-line technical support to customers via multiple communication channels in a customer contact center environment.
Provide second-line hardware, software, and end-user support as required and in line with documented procedures and service-level targets to support the business effectively.
Utilizes knowledge management tools to help resolve client issues.
Assists clients in completing online forms to attain various systems, services, hardware, software, and/or entitlements.
Assists customers in performing basic software installations.
Conducts basic diagnoses of software/hardware to troubleshoot connectivity problems.
Escalates trends and outages as needed to leadership and for Service News postings.
Manages time in customer contact center setting and documents time via activity codes.
Utilizes required activity codes to provide awareness of non-phone related activities.
Will be accountable for carrying on-call phone and responding to calls on a rotating basis.
Performs other duties and responsibilities as assigned.
Ensure a positive experience for internal clients by having courteous interactions with them.
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
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.
Organize own work schedule each day in line with changing priorities.
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.
Basic technical knowledge of the following preferred: Operating systems (OS), mobile devices, networking, business applications, security products, financial services applications
Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
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 under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works under supervision at an elementary level to monitor, diagnose and fix technological problems.
Works under supervision at an elementary level to ensure that IT applications meet required specifications by designing, executing and reporting on tests of systems and services.
Works at a basic level to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works under close supervision.
Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
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 connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
Licenses/Certifications:
Incumbents must be able to obtain HDI Certification within 1 year of hire. Raymond James will pay for three attempts to pass the certification.
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.
#LI-TC1Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
