Account Transfer Associate | St. Petersburg, Fl

Raymond James

St. Petersburg, FL, US
**
Review and approve client account transfers
Verify legal documentation for transfers
Handle client inquiries and requests
** Raymond James is seeking an Account Transfer Associate for their St. Petersburg, FL office. This role involves facilitating the transfer of client assets, resolving complex issues, and providing excellent customer support while operating within a hybrid work schedule. **

Job Summary

  • The Account Transfer Associate facilitates the external transfer of client assets by leveraging skills acquired through experience and ongoing training.
  • This role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics.
  • This position follows a hybrid-friendly schedule, requiring 3 days per week in the St. Petersburg, FL Corporate Office.

Matching Summary

Match Score: 75

** Raymond James is seeking an Account Transfer Associate for their St. Petersburg, FL office. This role involves facilitating the transfer of client assets, resolving complex issues, and providing excellent customer support while operating within a hybrid work schedule. **

Skills & Requirements

Must-have

  • Review and approve client account transfers
  • Verify legal documentation for transfers
  • Handle client inquiries and requests
  • Maintain accurate departmental metrics
  • Adhere to mandatory procedures and codes

Nice-to-have

  • Client-first mindset
  • Strong analytical capabilities
  • Exceptional communication skills
  • Positive customer interactions

Key Requirements

  • 4 to 6 months General Experience
  • High School Diploma or Bachelor's Degree in Accounting, Business Administration, or Finance

Work Rights

Not specified

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