"Alerted.org

Job Description Summary

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with internal customers.

Job Description

_Start date: September 29th, 2025_

**_Hybrid Work Environment:_** _This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office._

_Schedule/Hours:_

_8am-5pm during training period (12-14 weeks)_

_8:30am-5pm after training period_

_*Overtime hours offered upon manager's approval_

As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors by handling inbound inquiries, resolving account-related issues, and delivering timely, accurate information. This role requires strong communication skills, attention to detail, and a commitment to delivering exceptional service in a fast-paced financial services environment.

Responsibilities:

+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.

+ Accurately and efficiently diagnoses questions and issues and crafts client focused solutions.

+ Provides education to branch personnel related to account opening and maintenance.

+ Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements.

+ Establishes new client accounts by utilizing industry registration requirements.

+ Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.

+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.

+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Knowledge of:

+ Operations and New Account systems.

+ Basic customer operations and the financial industry.

+ Basic accounting concepts and principles.

+ Basic investment concepts, practices and procedures used in the securities industry and as required

Skills:

+ Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.

+ Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.

+ Organize and prioritize workload to meet deadlines.

+ Express ideas, request actions and formulate plans or policies.

+ Supports business processes by applying an effective use of standard office equipment and standard software packages.

+ Develop appropriate plans or perform necessary actions based on recommendations and requirements.

+ Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.

+ Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.

+ Plan, organize, prioritize and oversee activities to efficiently meet business objectives.

+ Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

+ Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.

+ Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

+ Meet high customer service standards.

+ Understand and effectively operate all customer management systems.

+ Perform data analysis for use in reports to help guide decision making.

+ Select, deploy and get the best results from the most appropriate office system.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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