Associate, Managed Customer Accounts
3 weeks ago
Hours: Monday-Friday | 8am-4:30pm ET
Job Summary
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.
Essential Duties and Responsibilities
•Performs a variety of operational procedures within the department, which may include account reconciliation, account deposits and distribution requests, security requests, and other assigned tasks.
•Reviews account activity and branch requests, processes deposits and distributions in a fast-paced environment.
•Answers calls and questions regarding managed accounts.
•Researches and provides resolution on basic departmental business issues.
•Reviews incoming emails and documents, taking appropriate action when needed which can include
•cash, margin, basic and advanced security transactions.
•Sends notices to AMS Trading to act on requests.
•Communicates with branches and advisors when needed.
•Maintains a variety of data files and records.
•Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilitie
Knowledge of
•Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.
•Process flows within specific assigned functional area.
•Regulations for specific assigned functional area.
Skill in
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Analyzing data to identify discrepancies.
•Problem solving.
Ability to
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
•Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
•Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
•Have a high attention to details.
Educational/Previous Experience Requirement
Education/Previous Experience
•High School Diploma or equivalent and a minimum of two (2) years' experience in customer service or the financial services industry.
•OR ~
•Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
•None required.
Raymond James Guiding Behaviors
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 outcome
•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
-
Associate, Managed Customer Accounts
2 weeks ago
St. Petersburg, Florida, United States Raymond James Full timeHybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.Hours: Monday-Friday | 8am-4:30pm ETJob SummaryUnder general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures....
-
Customer Account Associate
2 weeks ago
St Petersburg, United States Raymond James Financial Incorporated Full timeThis position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL. Job Summary: Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the...
-
Customer Account Associate
4 weeks ago
St Petersburg, United States Raymond James Financial Incorporated Full timeThis position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL. Job Summary: Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the...
-
Customer Account Associate
2 weeks ago
St Petersburg, United States Raymond James Financial Services Full timeDescription_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL._Job Summary:Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor...
-
Customer Account Associate
4 weeks ago
St Petersburg, United States Raymond James Financial Services Full timeDescription This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL. Job Summary: Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor...
-
Customer Accounts Associate
3 weeks ago
St Petersburg, United States Revolution Technologies Full timeCustomer Accounts AssociateHybrid role - onsite 2 days in office, but flexible and negotiable - local candidates onlyPay: $22.50 per hourContract to permanentSchedule:Start Date: 06/24/2024Estimated End Date: 12/27/2024Job Summary: These 2 associates will be responsible for providing back-end administrative support to the Customer Accounts department.Job...
-
Customer Accounts Associate
3 weeks ago
St. Petersburg, United States Revolution Technologies Full timeCustomer Accounts AssociateHybrid role - onsite 2 days in office, but flexible and negotiable - local candidates onlyPay: $22.50 per hourContract to permanentSchedule:Start Date: 06/24/2024Estimated End Date: 12/27/2024Job Summary: These 2 associates will be responsible for providing back-end administrative support to the Customer Accounts department.Job...
-
Associate, Managed Customer Accounts
2 weeks ago
Saint Petersburg, United States Raymond James Financial, Inc. Full time**Associate, Managed Customer Accounts (Cash Reconciliations) | St. Petersburg, FL | 8am-4:30pm ET**-**2401476** **Description** **Hybrid Work Environment**:40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. **Hours**: Monday-Friday | 8am-4:30pm ET **Job Summary** Under general supervision,...
-
Associate Accountant
2 weeks ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Job Summary Under general supervision, uses specialized knowledge and skills obtained through education and experience to assist in preparing financial statements, budgets and financial analysis reports by gathering data and to providing support in the general review of assigned general ledger accounts. Detailed instructions, procedures and...
-
Customer Accounts Associate
4 weeks ago
Saint Petersburg, United States Raymond James Financial, Inc. Full time**Job Summary**: This role will be responsible for providing back-end administrative support to the Customer Accounts department. **Essential Duties and Responsibilities** - Perform high volume tasks within branch facing platforms to aid in the timely execution of requests - Reviews, maintains and services all customer account records. Maintains records of...
-
Customer Relations Associate
1 month ago
St Petersburg, United States Vault Full timeCompany Overview At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers. Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect...
-
Customer Relations Associate
4 weeks ago
St Petersburg, United States Vault Full timeCompany Overview At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers. Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect...
-
Customer Relations Associate
4 weeks ago
St Petersburg, United States Vault Full timeCompany Overview At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers. Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect...
-
Customer Accounts Advisor
1 month ago
St. Petersburg, United States Aaron's Family of Companies Full timeCustomer Accounts Advisor St. Petersburg, Florida Overview A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals. In this role you will also support the overall needs of the store by assisting other team members. You will have direct contact with customers and will act as a...
-
Customer Service Representative
2 weeks ago
St Peters, United States Associate Staffing Full timeCompanyGlobal Manufacturing CompanyQualificationsAdmin Support for many offices, helping in the Service Coordinator role. Answering customer phone calls and emails for service requests, inquiries, help handle and resolve complaints. Daily task and Major job duties/Responsibilities include: Call taker Taking New service request Entering info into system Clear...
-
Senior Manager, Accounting
4 weeks ago
St. Petersburg, United States Raymond James Full timeSenior Manager, Accounting-2401841 Description Job Summary Job Summary Under limited direction uses extensive knowledge and skills obtained through education and experience to prepare financial statements, budgets and other financial analysis reports for complex business units and to analyze and reconcile all general ledger accounts. Resolves...
-
Associate Accountant
3 weeks ago
St Petersburg, United States Raymond James Financial Services Full timeUnder general supervision, uses specialized knowledge and skills obtained through education and experience to assist in preparing financial statements, budgets and financial analysis reports by gathering data and to providing support in the general r Accountant, Associate, Accounting, Education
-
Senior Account Manager
2 weeks ago
St Petersburg, United States Stahl & Associates Insurance Full timeStahl & Associates Insurance, a Higginbotham Insurance Partner, has an exciting opportunity for an experienced Commercial Lines Senior Account Manager to join our growing and dynamic team in St. Petersburg, FL . We are looking for a knowledgeable and enthusiastic insurance professional who can provide superior service to our commercial clients, while...
-
Senior Manager, Accounting
4 weeks ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Job Summary Under limited direction uses extensive knowledge and skills obtained through education and experience to prepare financial statements, budgets and other financial analysis reports for complex business units and to analyze and reconcile all general ledger accounts. Resolves and recommends solutions to complex problems. Regular contact...
-
Senior Manager, Accounting
5 days ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Job Summary Under limited direction uses extensive knowledge and skills obtained through education and experience to prepare financial statements, budgets and other financial analysis reports for complex business units and to analyze and reconcile all general ledger accounts. Resolves and recommends solutions to complex problems. Regular contact...
