Raymond James & Associates, Inc., Research Division

Customer Account Associate | St. Petersburg, FL

Raymond James & Associates, Inc., Research Division(1 month ago)

HybridFull TimeJunior$58,983 - $78,937 (estimated)Customer Service
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About this role

Customer Account Associate at Raymond James based in St. Petersburg, FL, working a hybrid schedule. Acts as the liaison between branch offices and the Home Office to ensure accurate client account maintenance, compliance with firm and regulatory standards, and support for Financial Advisors and internal teams.

View Original Listing

Required Skills

  • Customer Service
  • Data Entry
  • Compliance
  • Communication
  • Problem Solving
  • Recordkeeping
  • Time Management
  • Mentoring
  • Policy Interpretation
  • Call Handling

+3 more

Qualifications

  • High School Diploma

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