New Accounts Service Associate – Paid Training Starts June 2026 | St. Petersburg, Fl

Chartwell Investment Partners

St. Petersburg, FL, US
Hybrid
Handling inbound inquiries
Resolving account-related issues
Delivering timely, accurate information
As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information

Job Summary

  • As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
  • 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.

Matching Summary

As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information.

Skills & Requirements

Must-have

  • Handling inbound inquiries
  • Resolving account-related issues
  • Delivering timely, accurate information
  • Data entry into company systems
  • Following mandatory procedures

Nice-to-have

  • Client-focused solutions
  • Positive customer experiences
  • Continuous evolution of the firm
  • Authentic selves

Key Requirements

  • High School Diploma/GED - Required
  • 13 months to 3 years General Experience

Work Rights

Not specified

Tailored Resume

Cover Letter