**Job Description** Responsibilities: + Responsible for accepting new accounts, daily cash additions, withdrawals and cancels for all retail accounts. + Creates and completes retail and institutional orders on the allocation or program trade level. + Updates trading models, performance meters and other position and execution reports. + Enters transactions and any client restrictions into all necessary systems. + Assists with the review of accounts to ensure they meet the Portfolio Manager’s specifications. + Creates spreadsheets and other required reports. + Recommends transactions to adjust client accounts when necessary. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Fundamental concepts, practices and procedures of customer service. + Fundamental investment concepts, practices and procedures used in the securities industry. **Skill in:** + Administering a high level of customer service. + Communicate effectively, both orally and in writing. + Data analysis and review. + Attention to detail while maintaining a big picture orientation. + Identifying the needs of customers through effective questioning and listening techniques. + Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, databases and spreadsheets. **Ability to:** + Communicate effectively and professionally with internal and external clients and customers. + Develop and maintain effective working relationships with team members, internal partners, and external parties. + Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Analyze a high volume of transactions and data collection. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Attend to detail while maintaining a big picture orientation. + Work independently as well as collaboratively within a team environment. + Organize, prioritize, and manage tasks and projects to complete work efficiently. **Education** Bachelor’s: Accounting, Bachelor’s: Business Administration **Work Experience** General Experience - 3 to 6 years **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: • 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 firm 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.