US-FL-St. Petersburg-Saint Petersburg

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Mutual Fund Account Services Support Associate | St. Petersburg, FL or Memphis, TN | 10am-7pm ET (9am-6pm CT)-2401130

Description

Hybrid Work Environment

40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Monday-Friday from 9am-6pm CT

Regular Shift Hours

  • Training Schedule Hours will be Mon-Fri from 8am-5pm ET and CT
      • Training can vary - typically around 3 months
    • After the training period, the regular shift will be from 8am-5pm ET (in St. Petersburg, FL) or 9am-6pm CT (in Memphis, TN).

    Job Summary

    Under general supervision, will apply comprehensive knowledge of mutual fund position maintenance by processing networking requests received through various department portals from financial advisors or branch associates to bring client accounts into or out of the Raymond James system. Will research incoming commission and fees for branch associates to ensure proper receipt and payment. Perform daily follow up to assure completeness and accuracy. May participate in defined work or projects of basic scope and complexity.

    Essential Duties and Responsibilities

    Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.

    Qualifications

    Knowledge, Skills, and Abilities

    Knowledge of

    Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds

    Skill in

    Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines

    Ability to

    Perform basic levels of research, analyze and solve issues

    Educational/Previous Experience Requirements

    High school diploma or equivalent and a minimum of zero (0) to three (3) years of experience in the financial services industry.

    Licenses/Certifications

    None 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

    Other Locations

    US-TN-Memphis-Memphis

    Organization

    Operations & Administration

    Schedule

    Full-time

    Shift

    Day Job

    Travel

    NoEligible for Discretionary BonusYes#LI-DR1