Southfield, Michigan, United States · Hybrid
Job Description Summary 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 Southfi…
Skills: Customer Service, Data Entry, Account Servicing, Verbal Communication, Compliance Monitoring
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary The Data Governance Analyst will support and participate in data governance efforts across the Business Unit areas to ensure that enterprise data used for reporting, modeling, key business decisio…
Skills: Data Governance, Data Lineage, SQL, Metadata Management, Data Quality
Memphis, Tennessee, United States · Hybrid
Job Description Summary The Capital Access Associate delivers exceptional service and prompt, accurate responses to client account inquiries, working under general supervision. In this role, you’ll act as a key liaison b…
Skills: Customer Service, Data Entry, Verbal Communication, Case Management, Problem Solving
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and …
Skills: Communication, Presentation, Relationship Building, Financial Market Analysis, Investment Strategies
Melbourne, Florida, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Asset Transfer Processing, Customer Service
Greenwich, Connecticut, United States · On-site
$63k–$90k/yr
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 Registered Client Service Assoc…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Investment Concepts, Securities Industry Regulations
Saint Petersburg, Florida, 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 · On-site
$62k–$130k/yr
Job Description Summary We are fixed income experts. Raymond James financial advisors come to our private wealth team for advice and solutions for their top clients. We provide customized solutions using individual bonds…
Skills: Fixed Income Portfolio Management, Municipal Bond Analysis, Credit Risk Assessment, Bloomberg, Financial Presentation
Boerne, Texas, 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, Investment Concepts
Charlotte, North Carolina, United States · On-site
Job Description Summary Takes a senior coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective cl…
Skills: Investment Banking, Risk Management, Relationship Management, Strategic Planning, Financial Product Development
Saint Petersburg, Florida, United States · On-site
$70k–$105k/yr
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Wil…
Skills: Financial Modeling, Valuations, Mergers and Acquisitions, Data Analysis, Business Proposal Formulation
Charlotte, North Carolina, United States · On-site
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Wil…
Skills: Financial Modeling, Valuations, Mergers and Acquisitions, Due Diligence, Data Analysis
Charlotte, North Carolina, United States · On-site
Job Description Summary Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposal…
Skills: Financial Analysis, Financial Modeling, Valuation, Mergers and Acquisitions, Business Case Development
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Under intermittent supervision, extensive knowledge and skills obtained through education and experience in securities and/or the banking industry to support key initiatives within PCG & Asset Man…
Skills: Issues Management, Regulatory Change Management, Exam Coordination, Risk Mitigation, Analytical Skills
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary The Communications Review Team consists of the advertising, hard copy correspondence review, social media and e-mail review teams. Associates on the Social Media Supervision Review team analyze va…
Skills: Compliance Review, Social Media Monitoring, Regulatory Analysis, Risk Management, Interpersonal Communication
Memphis, Tennessee, United States · Hybrid
Job Description Summary 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 Memphis…
Skills: Customer Service, Data Entry, Account Servicing, Verbal Communication, Compliance Monitoring
Greenville, South Carolina, United States · Hybrid
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 Under limited supervision, uses extensive knowledge and skills obtained through education and experience, leveraging proven sourcing experience, supply market intelligence, thought leadership, str…
Skills: Strategic Sourcing, Procurement, Vendor Management, Contract Negotiation, Category Management
Memphis, Tennessee, 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: Microsoft Office, Data Management, Budgetary Tracking, Operational Processing, Verbal Communication
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary The Corporate Action Associate plays a critical role in managing and processing complex corporate action events within the financial services industry. This position is responsible for responding …
Skills: Corporate Action Processing, Financial Analysis, Data Management, Microsoft Office, Regulatory Compliance
Southfield, Michigan, United States • Hybrid
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The Customer Account Associate serves as a link between branch offices and the Home Office to provide high-quality account servicing and support. Responsibilities include maintaining client accounts, ensuring regulatory compliance, and resolving escalated customer issues.
Candidates must have a high school diploma and between 13 months to 3 years of general experience. The role requires strong communication skills and the ability to operate standard office software and customer management systems.
Responsibilities:
Knowledge of:
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-SJ1Founded 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
