Raymond James Financial
Digital Workflow Services Associate - Onsite Training
Raymond James Financial, Southfield, Michigan, United States, 48076
Digital Workflow Services Associate
The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence. Training:
You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training. After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week. Hybrid Schedule:
This position follows our hybrid-friendly schedule, so you get the best of both worlds
flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office. Hours/Schedule:
Monday-Friday from 9am-6pm EST. The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month. Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Maintain files and records. Ensure a positive experience for internal clients by having courteous interactions with them. Assess compliance with established standards and protocols for routine inquiries. Support others by carrying out basic data management tasks. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Skills: Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision. Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. Education:
High School (HS) (Required) Work Experience:
General Experience - 4 to 6 months Certifications: Travel:
Less than 25% Workstyle:
Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm At Raymond James
as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence. Training:
You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training. After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week. Hybrid Schedule:
This position follows our hybrid-friendly schedule, so you get the best of both worlds
flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office. Hours/Schedule:
Monday-Friday from 9am-6pm EST. The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month. Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Maintain files and records. Ensure a positive experience for internal clients by having courteous interactions with them. Assess compliance with established standards and protocols for routine inquiries. Support others by carrying out basic data management tasks. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Skills: Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision. Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. Education:
High School (HS) (Required) Work Experience:
General Experience - 4 to 6 months Certifications: Travel:
Less than 25% Workstyle:
Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm At Raymond James
as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.