Transitions Onboarding Associate
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Before you apply
Work modehybrid
SeniorityEntry
ExperienceUp to 1 yrs
EquityIncluded
Company size10,000+ people
PostedOct 29, 2026 · 1w ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
High School (HS) - Completed
General Experience - 4 to 6 months
This role is not eligible for Work Visa sponsorship
Benefits
Medical
Dental
Vision
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off
Vacation
Holidays
Sick leave
Parental leave
Job Description Summary
Legal
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Supports advisor onboarding and account opening activities under close supervision. Assists with processing documentation, maintaining records, tracking workflow progress, and coordinating with internal partners to help ensure a smooth and efficient onboarding experience.
Raymond James’ work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm. This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday.
Job Description
Responsibilities
•
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.
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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.
•
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
•
Maintain files and records.
Skills:
Typically works under close supervision and at a basic level to:
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Achieve thoroughness and accuracy when accomplishing tasks.
•
Receive, monitor, and manage assigned customers.
•
Understand and effectively operate client management systems.
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Express ideas, request actions, and formulate plans and policies through clear and effective verbal communication.
Licenses/Certifications: None Required.
Education
High School (HS) - Completed (Required)
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
Benefits
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
About the company
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.