This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL corporate office.

Job Summary:

As a Senior Associate in our Asset Management Services (AMS) team, you will provide advanced daily support to the Sales team under general supervision. Utilizing the specialized knowledge and skills gained through education, experience, and training, you will collaborate with the Internal Sales team to deliver reports, proposals, and analyses that meet the needs of our advisors. You will adapt procedures, processes, and techniques to address the more complex requirements of the role. Our focus is on delivering superior client service, emphasizing accuracy, timeliness, and consistency.

Essential Duties and Responsibilities:

Delivers services for all facets of Asset Management Services Sales and Raymond James Advisors and a diverse suite of client-approved and not-for-client-use reports and analyses.Develops and maintains knowledge of the advisory business process, client review process, asset allocation, and benchmark reporting.Understands and demonstrates knowledge of various Raymond James systems, support and reporting applications, and third-party vendor applications such as Portfolio Management Center and MPI.Creates reports, proposals, and analyses for the sales team to use in advisor consultation and sales meetings.Analyzes various investment accounts, including mutual funds, managed accounts, ETFs, SMAs, UMAs, and MDAs, to assist in mapping business for new advisors or potential new advisors.Partner with the sales team to create presentations and proposals for sales meetings and home office visits.Handles inbound calls, engages the client to fully understand the reason for contact, and provides needs-driven solutions.Refers only to the most complex issues to a higher level.May assist in cross-training employees.Performs other duties and responsibilities as assigned.

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL corporate office.

Job Summary:

As a Senior Associate in our Asset Management Services (AMS) team, you will provide advanced daily support to the Sales team under general supervision. Utilizing the specialized knowledge and skills gained through education, experience, and training, you will collaborate with the Internal Sales team to deliver reports, proposals, and analyses that meet the needs of our advisors. You will adapt procedures, processes, and techniques to address the more complex requirements of the role. Our focus is on delivering superior client service, emphasizing accuracy, timeliness, and consistency.

Essential Duties and Responsibilities:

Delivers services for all facets of Asset Management Services Sales and Raymond James Advisors and a diverse suite of client-approved and not-for-client-use reports and analyses.Develops and maintains knowledge of the advisory business process, client review process, asset allocation, and benchmark reporting.Understands and demonstrates knowledge of various Raymond James systems, support and reporting applications, and third-party vendor applications such as Portfolio Management Center and MPI.Creates reports, proposals, and analyses for the sales team to use in advisor consultation and sales meetings.Analyzes various investment accounts, including mutual funds, managed accounts, ETFs, SMAs, UMAs, and MDAs, to assist in mapping business for new advisors or potential new advisors.Partner with the sales team to create presentations and proposals for sales meetings and home office visits.Handles inbound calls, engages the client to fully understand the reason for contact, and provides needs-driven solutions.Refers only to the most complex issues to a higher level.May assist in cross-training employees.Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

Basic/Advanced investment concepts, practices, and procedures used in the securities industry.Basic financial markets and products including, but are not limited to, mutual funds and fixed income.Basic office practices, procedures, and methods.Basic/Advanced Microsoft Office applications including, but are not limited to, Excel, Word, and Outlook.Basic mathematical calculations.

Skilled in:

Learning and applying new information.Providing comprehensive and objective analysis and reports.Problem solving.Attention to detail.Organization and time management to prioritize multiple tasks and meet deadlines while working in a fast-paced and dynamic environment.Operating standard office equipment.
Use required software applications to produce reports, analyze, and maintain spreadsheets and databases.

Ability to:

Establish and maintain effective working relationships.Handle stressful situations and provide a high level of customer service calmly and professionally.Work well both independently and within a team, supporting others in order to solve problems and meet deadlines.Follow instructions and request clarification when necessary.
Interact effectively with internal and external clients through written and verbal communication.Convey information clearly and effectively through both formal and informal documents.Manage multiple activities simultaneously to ensure tasks are completed satisfactorily and timely.Exhibit initiative and self-direction when performing tasks.

Educational/Previous Experience Requirements:

Minimum of a Bachelor’s degree in finance, business, or related field.One (1) to two (2) years of customer service or related experience is highly preferred.
~or~An equivalent combination of education, experience, and/or training, as approved by Human Resources

Licenses/Certifications:

None required.

Knowledge, Skills, and Abilities:

Knowledge of:

Basic/Advanced investment concepts, practices, and procedures used in the securities industry.Basic financial markets and products including, but are not limited to, mutual funds and fixed income.Basic office practices, procedures, and methods.Basic/Advanced Microsoft Office applications including, but are not limited to, Excel, Word, and Outlook.Basic mathematical calculations.

Skilled in:

Learning and applying new information.Providing comprehensive and objective analysis and reports.Problem solving.Attention to detail.Organization and time management to prioritize multiple tasks and meet deadlines while working in a fast-paced and dynamic environment.Operating standard office equipment.
Use required software applications to produce reports, analyze, and maintain spreadsheets and databases.

Ability to:

Establish and maintain effective working relationships.Handle stressful situations and provide a high level of customer service calmly and professionally.Work well both independently and within a team, supporting others in order to solve problems and meet deadlines.Follow instructions and request clarification when necessary.
Interact effectively with internal and external clients through written and verbal communication.Convey information clearly and effectively through both formal and informal documents.Manage multiple activities simultaneously to ensure tasks are completed satisfactorily and timely.Exhibit initiative and self-direction when performing tasks.

Educational/Previous Experience Requirements:

Minimum of a Bachelor’s degree in finance, business, or related field.One (1) to two (2) years of customer service or related experience is highly preferred.
~or~An equivalent combination of education, experience, and/or training, as approved by Human Resources

Licenses/Certifications:

None required.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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 firmAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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 firmAt 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.