Senior Associate, Digital Workflow Services | St. Petersburg, Fl | Onsite Training

Raymond James

St. Petersburg, FL, USA
Hybrid
Digital workflow services
Client account documentation
System troubleshooting
The Senior Digital Workflow Services Associate ensures client account documentation complies with industry regulations and provides world-class phone support to troubleshoot system issues and deliver training

Job Summary

  • The Senior Digital Workflow Services Associate ensures client account documentation complies with industry regulations and provides world-class phone support to troubleshoot system issues and deliver training.
  • Responsibilities include facilitating problem resolution, processing client documents, adhering to established procedures, and performing quality assurance reviews.
  • The role offers a hybrid schedule after an initial onsite training period, with opportunities for professional growth and contribution to the firm's core values.

Matching Summary

The Senior Digital Workflow Services Associate ensures client account documentation complies with industry regulations and provides world-class phone support to troubleshoot system issues and deliver training.

Skills & Requirements

Must-have

  • Digital workflow services
  • Client account documentation
  • System troubleshooting
  • Operational process training
  • DocuSign and E-signature platforms

Nice-to-have

  • Client-first focus
  • Continuous evolution of the firm
  • Authentic self expression
  • Team collaboration and support

Key Requirements

  • 7 to 12 months general experience
  • High School (HS) education required

Work Rights

Not specified

Tailored Resume

Cover Letter