Raymond James
Financial Services
BranchSummerAssociate
“Branch Summer Associate at Raymond James. Skills: Client service, Branch operations, Financial planning. Assist with branch operational tasks. Provide general administrative support”
Industry & Context.
No travel required
What They're Looking For.
Must Have
Enrolled full-time in accredited college/university, Bachelor's degree in business, finance, or related field, Must be 18 years or older, Legally authorized to work in the US, Not require visa sponsorship
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
Support advisor presentations
Support client meetings
How You'll Work.
Team & Collaboration
Collaborative team environment; Work as part of a team
Communication Scope
Verbal communication; Written communication
Applying for this Branch Summer Associate role?
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ANONYMOUS · UNFILTERED
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