Ra
Customer Account Associate | St. Petersburg, FL
Raymond James Financial, Inc.
Full-time
Saint Petersburg, FL
other-general
Posted:
June 15, 2026
Location:
Saint Petersburg, FL, United States
Job Description
Job Description
**Responsibilities** :
+ 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 co...
**Responsibilities** :
+ 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 co...
Apply for this Job
Submit your application for the Customer Account Associate | St. Petersburg, FL position at Raymond James Financial, Inc..
Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Saint Petersburg, United States
Posted:
June 15, 2026
Deadline:
June 20, 2026