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Digital Workflow Services Associate - Onsite Training in St. Petersburg, FL at honor foundations

Date Posted: 12/21/2024

Job Snapshot

Job Description

Training: You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm ET for the first 3 months of training. After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2-3 days per week.

Hybrid Schedule: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St. Petersburg, FL Corporate Office.

Hours/Schedule: Monday-Friday from 8am-5pm ET. The selected candidate will also be expected to work an alternating evening shift (11am-8pm ET) at least 2-3 times per month.

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:










Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Company policies, procedures, practices, products and services.

  • Principles, practices, and procedures of general office and departmental concepts.

  • Knowledge of MS Office sufficient to create letters, documents, update/create spreadsheets and sends emails.

    Skill in:

  • Organization and time management sufficient to prioritize workload, handle

    multiple tasks, and meet deadlines.

  • Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.

  • Operating call center software applications.

    Ability to:

  • Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.

  • Learn and interpret department policies, procedures and requirements.

  • Constructively work under stress and pressure when faced with high volume and deadlines.

  • Provide courteous, timely service when addressing client issues and transactions.

  • Use good judgment in responding to client issues.

  • Acquire and maintain new knowledge in an ever changing process driven environment.

  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

    Educational/Previous Experience Requirements:

  • High School Degree or equivalent with at least two (2) year of customer service experience.

    ~or~

  • An equivalent combination of education, experience and/or training approved by Human Resources.

    Licenses/Certifications:

  • None Required.

    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

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873