Sr. Associate, Advisory & Managed New Accts. (SMA/UMA) | 9am-6pm ET (730am-4pm CT)-2400030
Description
40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Hybrid Work Environment
Monday-Friday
Hours
- For
- St. Petersburg, FL
- After training, the shift hours will be
- 9am-6pm ET
- For
- Memphis, TN
Under limited supervision, uses advanced knowledge and skills to provide support and assistance to complete assigned job responsibilities and projects that are moderately complex in nature. Projects and duties will vary widely based on department needs and priorities. Provides subject matter expertise and front line service support to our branch personnel through the processing of complex documents, answering questions through phone and emails. Collaborates with the management team to coordinate department workflows and identify opportunities for operational efficiency. Partners with Asset Management Services (a division of Raymond James & Associates), to support the establishment and maintenance of advisory and managed accounts. Every associate works both independently and within a team environment to achieve world class customer service.
Job Summary
Acts as a subject matter expert for both internal and external clients (that include financial advisors (FA's) and sales assistants (SA's)
Essential Duties and Responsibilities
Qualifications
Operations and AMS systems.
Knowledge, Skills, and Abilities
Skill in
Ability to
Educational/Previous Experience Requirements
Licenses/Certifications
Raymond James Guiding Behaviors
At 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.
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.
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-CA1