Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Job Summary:
Under direct supervision associate works in a multi-skilled environment to ensure all client account documents meet industry regulations by acting as a liaison between branch personnel and the Home Office. Associate will troubleshoot and/or train on systems and processes through world class phone support. As well, facilitates problem resolution and document processing. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
multiple tasks, and meet deadlines.
Ability to:
Educational/Previous Experience Requirements:
~or~
Licenses/Certifications:
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