New Accounts Associate - Entity & Foreign Team

Raymond James

Hybrid (3 days in-office, averaging 12 days per month)
Detail orientation and flexibility
Client-focused solutions
Data entry and verification
Raymond James is seeking a New Accounts Associate for their Entity & Foreign Team in a hybrid work environment. The role involves assisting clients with inquiries, establishing new accounts, and ensuring compliance with regulatory requirements

Job Summary

  • This Associate level role will be a part of the New Accounts: Entity & Foreign Team.
  • The position follows a hybrid-friendly schedule, allowing for flexibility and collaboration.
  • Raymond James values a people-first culture that respects the uniqueness and backgrounds of all associates.

Matching Summary

Match Score: 85

Raymond James is seeking a New Accounts Associate for their Entity & Foreign Team in a hybrid work environment. The role involves assisting clients with inquiries, establishing new accounts, and ensuring compliance with regulatory requirements.

Skills & Requirements

Must-have

  • Detail orientation and flexibility
  • Client-focused solutions
  • Data entry and verification

Nice-to-have

  • Positive customer interactions
  • Strong interpersonal skills
  • Ability to prioritize workload

Key Requirements

  • High School Diploma/GED required
  • 4 to 6 months general experience
  • Bachelor’s Degree in Business or Finance preferred

Work Rights

Not specified

Tailored Resume

Cover Letter