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Client Service Associate - RJB

Company

Raymond James

Location

St. Petersburg, Florida

Posted

July 04, 2026

Position Overview

Client Service Associate - RJB-2403953

Description

Job Summary
Under general supervision, uses skills obtained through experience and training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks.



Essential Duties and Responsibilities

• Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.

• Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.

• Demonstrates department procedures and functionality to visiting branch and home-office support staff.

• Serves as a back-up in cross-functional responsibilities duri...

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