Sr. Associate New Accounts Legal Documents Team

Job Description Summary

Job Description

Responsibilities

• Develop working knowledge of the organizations policies and procedures and of regulatory codes and codes of conduct relevant to own work adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests provide instructions or obtain information on behalf of a senior colleague.
• Produce update and provide best practice support on Microsoft documents databases and other departmental systems. Tasks may include purchasing materials entering budgetary information and recording time and expenses.
• Carry out a range of client service activities including handling client cases and inquiries that are more complex or outside the norm.

Skills

• Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.
• Works at an intermediate level to receive monitor and deal with all allocated customers. Typically works with guidance.
• Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.
• Works at an intermediate level to express ideas request actions formulate plans & policies by means of clear and effective verbal communications. Typically works with guidance.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

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. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.