Raymond James
Financial Services
BranchSummerAssociate
“Branch Summer Associate at Raymond James. Skills: Wealth management, Branch operations, Client experience. Assist with branch operational tasks. Provide general administrative support”
Industry & Context.
Learn new systems; Manage multiple tasks; Adapt to changing priorities
What They're Looking For.
Must Have
Enrolled full-time in accredited college/university pursuing bachelor's degree, Must be 18 years or older
What You'll Do.
Assist with branch operational tasks
Provide general administrative support
Observe financial advisors
Learn client onboarding processes
Learn client planning processes
Learn client service processes
Support projects to improve branch efficiency
Support projects to improve client experience
Participate in learning sessions
Complete assigned training modules
Collaborate with branch associates
Prepare basic materials
How You'll Work.
Team & Collaboration
Collaborate with branch associates
Communication Scope
Verbal communication; Written communication
Applying for this Branch Summer Associate role?
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ANONYMOUS · UNFILTERED
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