Associate - New Accounts : Changeformers Team

Raymond James Financial Services Advisor

Hybrid Work Environment : This position follows our hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be three per week averaging 12 days per month in our Corporate Home Office.

Responsibilities :

• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Accurately and efficiently diagnose questions and issues and craft client focused solutions.
• Provide education to branch personnel related to account opening and maintenance.
• Follow daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements.
• Establish new client accounts by utilizing industry registration requirements.
• Process documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills :

Educational / Previous Experience Requirements :

~or~

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.