📍 Jobs Near Me
📍

HiringNearMe.work

Local Jobs, Zero Commute

📍 Local Job Near You

Sr. Associate - New Accounts: Plan & Trust Team

🏢
Raymond James Financial, Inc.
📍 Southfield, United States
📍
Location Southfield
📅
Posted June 15, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
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 interm...

Apply for This Job

Submit Application

Quick and secure application process

📍 Location Details

🌆
City
Southfield
🗺️
Country
United States
🚗
Commute
Local Area

🔍 More Jobs Nearby

Explore other opportunities in Southfield

View Local Jobs