Raymond James
Digital Workflow Services Associate | Southfield, MI
Raymond James, Southfield, Michigan, United States, 48076
Overview
Digital Workflow Services Associate | Southfield, MI Hybrid Schedule: This position follows a hybrid-friendly schedule, with in-office days 3 per week (averaging 12 days per month) at our Southfield, MI Corporate Office. Training requires onsite presence 5 days per week (Mon-Fri) from 8am-5pm EST for the duration of training. After training, the role transitions to a hybrid schedule with the option to work from home up to 2 days per week. Regular hours are Monday-Friday, 9am-6pm EST, with an alternating evening shift (11am-8pm EST) 2-3 times per month. The Digital Workflow Services Associate works in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. The role serves as a liaison between branch personnel and the Home Office, provides world-class phone support to troubleshoot system issues and deliver training on operational processes, facilitates problem resolution, processes client documents, and adheres to established procedures for routine tasks. The associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence. Responsibilities
Conduct data entry into company systems, review and verify information for accuracy and accessibility. Carry out operational tasks by following established processes, including adjusting basic settings or parameters to meet performance standards. Use standard office software to format letters, memoranda, and routine reports. Maintain files and records. Ensure a positive experience for internal clients through courteous interactions. Assess compliance with established standards and protocols for routine inquiries. Support others by performing basic data management tasks. Follow mandatory procedures to ensure work meets quality standards and regulatory/internal codes of conduct. Develop and maintain procedural or technical skills through assessment, development activities, and training. Skills
Supports business processes with guidance and uses standard office equipment and software. Uses clear and effective elementary verbal communications to express ideas and request actions. Plans, organizes, and prioritizes activities with guidance to meet objectives. Develops action plans based on recommendations and requirements with guidance. Analyzes data trends for reports to inform decision making with supervision. Performs basic mathematical operations for report analysis under supervision. Develops, monitors, interprets, and understands policies and procedures to align with organizational strategies. Selects, deploys, and uses appropriate office systems with guidance. Education
High School (HS) Required Work Experience
General Experience: 4 to 6 months Certifications
Travel
Less than 25% Workstyle
Hybrid We expect our Associates to embody Raymond James’s guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve, and to uphold our values of client-first, integrity, independence, and a conservative, long-term view. We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. Company Values
We honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. Referrals Increase your chances of interviewing at Raymond James. Get notified about new Service Associate jobs in Southfield, MI.
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Digital Workflow Services Associate | Southfield, MI Hybrid Schedule: This position follows a hybrid-friendly schedule, with in-office days 3 per week (averaging 12 days per month) at our Southfield, MI Corporate Office. Training requires onsite presence 5 days per week (Mon-Fri) from 8am-5pm EST for the duration of training. After training, the role transitions to a hybrid schedule with the option to work from home up to 2 days per week. Regular hours are Monday-Friday, 9am-6pm EST, with an alternating evening shift (11am-8pm EST) 2-3 times per month. The Digital Workflow Services Associate works in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. The role serves as a liaison between branch personnel and the Home Office, provides world-class phone support to troubleshoot system issues and deliver training on operational processes, facilitates problem resolution, processes client documents, and adheres to established procedures for routine tasks. The associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence. Responsibilities
Conduct data entry into company systems, review and verify information for accuracy and accessibility. Carry out operational tasks by following established processes, including adjusting basic settings or parameters to meet performance standards. Use standard office software to format letters, memoranda, and routine reports. Maintain files and records. Ensure a positive experience for internal clients through courteous interactions. Assess compliance with established standards and protocols for routine inquiries. Support others by performing basic data management tasks. Follow mandatory procedures to ensure work meets quality standards and regulatory/internal codes of conduct. Develop and maintain procedural or technical skills through assessment, development activities, and training. Skills
Supports business processes with guidance and uses standard office equipment and software. Uses clear and effective elementary verbal communications to express ideas and request actions. Plans, organizes, and prioritizes activities with guidance to meet objectives. Develops action plans based on recommendations and requirements with guidance. Analyzes data trends for reports to inform decision making with supervision. Performs basic mathematical operations for report analysis under supervision. Develops, monitors, interprets, and understands policies and procedures to align with organizational strategies. Selects, deploys, and uses appropriate office systems with guidance. Education
High School (HS) Required Work Experience
General Experience: 4 to 6 months Certifications
Travel
Less than 25% Workstyle
Hybrid We expect our Associates to embody Raymond James’s guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve, and to uphold our values of client-first, integrity, independence, and a conservative, long-term view. We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. Company Values
We honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. Referrals Increase your chances of interviewing at Raymond James. Get notified about new Service Associate jobs in Southfield, MI.
#J-18808-Ljbffr