A Unique Firm. A Unique Workforce.



At Raymond James, we pride ourselves on providing innovative, individual financial planning and investment alternatives. While our mission is specific, our own needs are much more broad and we rely on a committed, diversely talented group of associates and experts to enable and sustain our success.



Our business is people and their financial well-being - and we've developed a philosophy that extends to our own associates. As a firm that has built a reputation on our commitment to independence and individuality, we have always valued and rewarded the contributions of our associates. Everyone has the opportunity to make an impact at Raymond James. So, whether you are starting a career or making a change, Raymond James may have a place for you.



Although headquartered in St. Petersburg, Florida, Raymond James has a secondary site in Southfield, Michigan. This 275 person office serves as a regional Operations Center and has a variety of opportunities. Current opportunities exist in Operations, Information Technology and Administration. Great emphasis is placed on the individual role of each associate, because your efforts determine our success in our constant drive for superior client service. If you feel you can contribute to our Service 1st corporate philosophy, feel free to apply!
 

Job Summary:
Under general supervision, uses skills gained through training and experience to serve as the agent between Branches and the Home Office in a call center environment.  Provides support and direction to incoming callers regarding operational processes, policies and regulatory requirements.  Enforces and monitors account activity to protect the liability of the Firm, Financial Advisors and clients.
 
Essential Duties and Responsibilities:

• Answers and responds to routine phone and email inquiries regarding account information.


• Determines needs of caller and refers to appropriate department associates when necessary.


• Communicates research and resolves issues with other departments within Raymond James.


• Learns and interprets department policies, procedures and regulatory requirements.


• Reviews daily reports of individual phone statistics to evaluate personal performance.


• Performs other duties and responsibilities as assigned.

• Basic retirement plans.


• General office practices and procedures.

• Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.


• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels and explain routine inquiries.


• Provide a high level of customer service in a fast paced call center environment.


• Research and resolve problems in a timely manner.


• Attention to detail.