Digital Workflow Services Associate | St. Petersburg, FL

Digital Workflow Services Associate | St. Petersburg, FL

Join to apply for the Digital Workflow Services Associate | St. Petersburg, FL role at Raymond James

Job Description Summary

Hybrid Schedule : 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.

Training : You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training. After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week.

Hours / Schedule : Monday-Friday from 9am-6pm EST. The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month.

The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.

Responsibilities

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Maintain files and records.
• Ensure a positive experience for internal clients by having courteous interactions with them.
• Assess compliance with established standards and protocols for routine inquiries.
• Support others by carrying out basic data management tasks.
• 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.

Skills

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

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.

J-18808-Ljbffr