Transitions Onboarding Associate

Responsibilities

• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Carry out standard customer service activities and handle simple customer inquiries.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Requirements

• Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Supports business processes under supervision by applying an elementary understanding and effective use of standard office equipment and standard software packages.
• Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
• Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
• Works under supervision at an elementary level to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
• Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
• Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
• Works under supervision at an elementary level to meet high customer service standards.
• Works under supervision at an elementary level to understand and effectively operate all customer management systems.
• Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
• Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
• Education
• High School (HS) (Required)
• Work Experience
• General Experience - 4 to 6 months
• Certifications
• Travel
• Less than 25%
• Workstyle
• Hybrid
• 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 cl

Benefits

Additional Information

Job Description Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week, averaging 12 days per month, in our St Petersburg, FL Corporate Office. Job Description

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Company Intel

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