Digital Workflow Services Associate-2400948
Description
This position will follow our hybrid work model we expect the selected candidate to work 2-3 days a week at our St. Petersburg, FL, corporate office.Job SummaryUnder direct supervision, the associate works in a multi-skilled environment to ensure all client account documents meet industry regulations by liaising between branch personnel and the Home Office. The associate will troubleshoot and/or train on systems and processes through world-class phone support. It also facilitates problem resolution and document processing. Follows established procedures to perform routine tasks and receives general guidance and direction from performing various non-routine tasks with limited decision-making responsibility.Essential Duties and ResponsibilitiesReviews, updates, maintains, and services client accounts by ensuring the documentation meets industry policies and regulations, which will protect the firm, Financial Advisors (FA's), and clients.Answers operational and compliance questions related to systems and department processes via phone or email.Prepares industry-required mailings to clients.Serves as a liaison between branches and other home-office personnel in a call center environment.Provides support and direction regarding required operational processes, policies, and timeframes.Educates FA's and home-office personnel on the use and maintenance of systems required for submitting documentation to the Home Office.Provides support as well as assists in on-the-job training for other associatesSupports a continuous improvement environment by providing feedback on processes and procedures.Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and AbilitiesKnowledge ofCompany policies, procedures, practices, products and services.Principles, practices, and procedures of general office and departmental concepts.Sufficient knowledge of MS Office to create letters and documents, update/create spreadsheets, and send emails.Skill inOrganization and time management are sufficient to prioritize workload, handle multiple tasks, and meet deadlines.Problem-solving and analysis sufficient to assess client issues and accurately provide resolutions.Operating call center software applications.Ability toCommunicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.Learn and interpret department policies, procedures, and requirements.Constructively work under stress and pressure when faced with high volume and deadlines.Provide courteous, timely service when addressing client issues and transactions.Use good judgment in responding to client issues.Acquire and maintain new knowledge in an ever-changing process-driven environment.Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.Educational/Previous Experience RequirementsHigh School Degree or equivalent with at least two (2) years of customer service experience.~or~An equivalent combination of education, experience and/or training approved by Human Resources.Licenses/CertificationsNone Required.Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Operations
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Operations & Administration
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-RO1