US-FL-St. Petersburg-Saint Petersburg
Senior Associate, Asset Management Services-2401284
Description
Job Summary
Under general supervision, uses specialized knowledge and skills obtained through education, experience and/or training to provide advanced daily support to the Sales team within the Asset Management Services department. Partners with Internal Sales team to deliver reports, proposals and analysis that meet advisors' needs. Adapts procedures, processes, and techniques to meet the more complex requirements of the position. Delivers superior client service, paying close attention to accuracy, timeliness and consistency.
Essential Duties and Responsibilities
Delivers services for all facets of Asset Management Services Sales and Raymond James Advisors, as well as a diverse suite of client-approved and not-for-client-use reports and analysis.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Basic/Advanced investment concepts, practices and procedures used in the securities industry.
Skilled in
Learning and applying new information.
Ability to
Establish and maintain effective working relationships.
Educational/Previous Experience Requirements
Minimum of a Bachelor's degree in finance, business or related degree.
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
Business Development
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Asset Management Services
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-EC1