Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Job Information

Raymond James Financial, Inc. Associate, Managed Customer Accounts (Cash Reconciliations) | St. Petersburg, FL in St. Petersburg, Florida

Description

Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Hours : Monday-Friday | 8am-4:30pm ET

Job Summary

Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.

Essential Duties and Responsibilities

  • Performs a variety of operational procedures within the department, which may include account reconciliation, account deposits and distribution requests, security requests, and other assigned tasks.

  • Reviews account activity and branch requests, processes deposits and distributions in a fast-paced environment.

  • Answers calls and questions regarding managed accounts.

  • Researches and provides resolution on basic departmental business issues.

  • Reviews incoming emails and documents, taking appropriate action when needed which can include

  • cash, margin, basic and advanced security transactions.

  • Sends notices to AMS Trading to act on requests.

  • Communicates with branches and advisors when needed.

  • Maintains a variety of data files and records.

  • Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

  • Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.

  • Process flows within specific assigned functional area.

  • Regulations for specific assigned functional area.

Skill in

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

  • Analyzing data to identify discrepancies.

  • Problem solving.

Ability to

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

  • Have a high attention to details.

Educational/Previous Experience Requirements

Education/Previous Experience

  • High School Diploma or equivalent and a minimum of two (2) years’ experience in customer service or the financial services industry.

  • OR

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

  • None required.

Job: Operations

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Operations & Administration

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2403063

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