BBF Wealth
Sr. Associate, Advisory-Managed New Accounts
BBF Wealth, Bradenton, Florida, United States, 34211
Sr. Associate, Advisory-Managed New Accounts page is loaded## Sr. Associate, Advisory-Managed New Accountslocations:
Saint Petersburg, Florida - United States:
Memphis, Tennessee - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0008038**Job Description Summary**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. After the training period, in office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.
Training: During the 16-week training period, associates will be expected to be in-office Monday-Thursday, and training from home on Fridays. Training hours will be from 8am-5pm.
We are seeking a detail-oriented and solutions-driven professional to join our team. This role involves researching and resolving a variety of issues by navigating multiple systems, collaborating with internal departments, and maintaining strong communication with branches and Financial Advisors. The ideal candidate will be responsible for opening new accounts on our managed, fee-based account platform and addressing moderate to complex client and operational issues. Strong verbal and written communication skills are essential, as this position requires clear and effective interaction across multiple stakeholders.**Job Description****Responsibilities*** Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.* Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.* Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.* Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.**Skills*** Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.* Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance.* Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.* Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.**Education**High School (HS) (Required)**Work Experience**General Experience - 4 to 6 months**Certifications****Travel**Less than 25%**Workstyle**HybridAt 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.#LI-DR1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Saint Petersburg, Florida - United States:
Memphis, Tennessee - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0008038**Job Description Summary**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. After the training period, in office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.
Training: During the 16-week training period, associates will be expected to be in-office Monday-Thursday, and training from home on Fridays. Training hours will be from 8am-5pm.
We are seeking a detail-oriented and solutions-driven professional to join our team. This role involves researching and resolving a variety of issues by navigating multiple systems, collaborating with internal departments, and maintaining strong communication with branches and Financial Advisors. The ideal candidate will be responsible for opening new accounts on our managed, fee-based account platform and addressing moderate to complex client and operational issues. Strong verbal and written communication skills are essential, as this position requires clear and effective interaction across multiple stakeholders.**Job Description****Responsibilities*** Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.* Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague.* Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.* Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.**Skills*** Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance.* Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance.* Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance.* Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.**Education**High School (HS) (Required)**Work Experience**General Experience - 4 to 6 months**Certifications****Travel**Less than 25%**Workstyle**HybridAt 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.#LI-DR1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr