Hybrid Managed Customer Accts Associate | St. Petersburg, FL na Raymond James
Raymond James · St. Petersburg, Estados Unidos Da América · Hybrid
- Junior
- Escritório em St. Petersburg
Knowledge, Skills, and Abilities
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 Requirements
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.
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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 – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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