Raymond James Financial Job Application

Raymond James Financial Job Application Online

As an outgrowing and developing company, Raymond James Financial receives applications for different departments of the company. Applicants who would like to work at Raymond James Financial can either provide their online application or directly can contact the human resources. This article mainly focuses on the applicable positions, detailed information about the current open positions and the application procedures. To have a deeper knowledge, only thing you need to do is to follow the requirements given in this article.

Raymond James has always been a different kind of financial services firm – one that places a premium on practicality, one that believes in taking a measured approach, both to the markets and to management, and one that understands that its greatest competitive advantage is people like you. Our associates are more than the heart and soul of our firm – they’re the key to its continued success. That’s why we’ve created an environment designed to help you flourish, where you have the freedom to explore diverse opportunities, the resources to provide extraordinary service and the power to make an impact at every level of the firm.

Raymond James Financial Job Opportunities & Application Process

Raymond James Financial receives application for open positions almost every season: some of the positions require experience and deeper knowledge in the specific area whereas the rest can be applied by unexperienced employees as well. Applicant who are willing for a position in Raymond James Financial, can apply to the best fit for their future. However, the most important thing to keep in mind that the applicants are strictly expected to fulfill the age requirement. Nevertheless, for entry level positions, there exist no high-level qualification expectance, therefore, the sooner the application is made, the higher change the candidate has.

Client Services Representative

Performs the most complex of duties assisting clients including opening accounts, problem resolution and transaction processing.
The hours for this position are 9:00am – 5:30pm, Monday – Friday.
Essential Duties and Responsibilities:
  • Responds to inquiries or complaints received through phone calls, and correspondence.
  • Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices.
  • Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem.
  • Follows up, either verbally or in writing, to ensure customer satisfaction.
  • Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies.
  • Acts as a liaison between clients and company. Provides feedback to sales, quality assurance and product management.
  • May compile information, prepare reports or summaries, and submit for review.
  • Recommends changes to existing policies and procedures.
  • May provide guidance to less experienced representatives.
  • Performs other duties and responsibilities as assigned.

Customer Account Associate

Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Assists less experienced liaisons in their training and development. Monitors reports related to account issues, maintains accurate record keeping to meet Exchange and Firm requirements; notifies FA on actions concerning client accounts.
Essential Duties and Responsibilities:
  • Answers escalated calls and questions regarding accounts.
  • Works with Branch personnel to understand and resolve complicated problems and requests.
  • Reviews all margin agreements for required information.
  • Reviews, maintains and services all customer account records. Maintains records of accounts as required by regulatory bodies and departmental procedures.
  • Assists with training and development of less experienced associates, remaining available for their questions once training is completed.
  • Analyzes cash and margin accounts on a daily basis; issue and track any necessary calls – file extension on calls, send mailgrams.


Utilizes knowledge and skills gained through experience or training to provide advanced administrative support of a function within a unit or department through clerical skills. Communicates information with internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to others in the resolution of complex problems and issues.
Essential Duties and Responsibilities:
  • Applies advanced skills and procedures appropriate for the position within assigned functional area.
  • Conducts dependent documentation verification.
  • Maintains regular communication with new hires to ensure dependent documents are received.
  • Removes unverified dependents and issues refunds as applicable.
  • Establishes and maintains electronic employee benefit records through the Laserfiche system.
  • Ensures Raymond James data purge protocol is followed for the benefits SharePoint site according to the corporate retention policy.
  • Conducts invoice processing back-up.
  • Manages mail distribution for the Total Rewards department.
  • Performs other administrative duties and responsibilities as assigned.


Knowledge, Skills, and Abilities:
Knowledge of:
  • Basic office practices, procedures and methods.
  • Basic mathematical calculations.
  • Key internal and/or external contacts to request assistance or utilize expertise.

Work Facts of Raymond James Financial

Age Requirement:

  • 16 years old

Raymond James Financial Working Hours

  • Varies by position and department.

Open Positions: Customer Account Associate, Associate, Client Services Representative

Raymond James Financial Printable Application Form

If you could not find the proper position for your qualifications and make your online application from the current openings listed above, you would rather check, print and fill in the application form provided below for the position you search for at the nearest Raymond James Financial to your location. The current quota for the position you would like to apply for may have not been updated yet, therefore, you can take your first step to your application by directly have contact with the company.

Printable Application PDF/Form: No.

How to Apply Raymond James Financial Jobs: Official Site.

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