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Raymond James Overview

One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

The RIA & Custody Services Division (RCS) serves as a clearing firm for independent broker dealers and as a custodian for independent Registered Investment Advisor firms (RIAs).

Job Summary

The summer associate will gain hands-on experience in the operational processes that support the service advisors for our independent advisors and broker-dealer relationships. This role offers exposure to the day-to-day functions that ensure accurate and efficient processing of onboarding/offboarding, account maintenance, and procedure reviews. The successful candidate will collaborate with various operational teams and have opportunities to observe and assist in workflow optimization, data integrity checks, and process improvements. Attention to detail and a proactive approach will be essential in supporting initiatives that enhance operational efficiency and client satisfaction.

The summer associate position is a temporary role.

**Start Date:** Monday, June 1, 2026

**End Date:** Friday, August 7, 2026

**Work Schedule:** Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

+ Collaborate with teams to deliver operational excellence for RIAs and Introducing Broker Dealers

+ Participate in process improvement initiatives; identify inefficiencies and recommend enhancements

+ Support the Client Admin Support team members and managers with plans, timelines, deliverables, and documentation (status reports, meeting notes)

+ Assisting with transaction processing, account setup, and documentation review

+ Monitor risks and issues, escalating as needed

+ Work with cross-functional teams (Client Engagement, Service Advisors, and Risk) to provide updates.

+ Gain insight into how operational teams interact with compliance and product teams to deliver superior client experience

+ Participate in leadership mentorship sessions with the RCS COO

+ Perform other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

+ Microsoft Office functions (Excel, Word, PowerPoint, Visio is a plus).

+ FINRA and the SEC and how they oversee RIAs and Broker Dealers.

+ Fundamental concepts of financial markets and products.

+ Relationship management software and applications is a plus.

+ Fundamental concepts, practices, and procedures of a professional office environment.

Skill in

+ Creating process documentation and diagrams.

+ Preparing clear written reports and presentations for varied audiences.

+ Managing time effectively to meet deadlines.

+ Applying critical thinking to identify organizational risks.

+ Operating standard office equipment and learning required software applications.

Ability to

+ Research complex issues and involve appropriate stakeholders in decisions.

+ Analyze data to identify trends and drive improvements.

+ Build and maintain strong relationships with internal and external partners.

+ Recognize broader business impacts and seek improvement opportunities.

+ Organize and prioritize multiple tasks while meeting deadlines.

+ Communicate effectively, both verbally and in writing.

+ Work independently and collaboratively within a team environment.

+ Deliver high-quality customer service and maintain effective working relationships.

Educational/** **Previous** **Experience Requirements

+ Freshman or Sophomore standing (December 2027-May 2029 graduates) pursuing a bachelor’s degree in business, finance, or related field.

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

+ Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

+ None required.

Location

+ Hybrid position – St. Petersburg, FL

+ No travel required.