Job Description Summary

Join the team that supports Raymond James’ Capital Access cash management product, which provides clients with secure and convenient features such as Visa® Debit Cards, Check Writing, ACH Transfers, and Online Bill Pay.

As a Capital Access Associate, you’ll play a key role in ensuring clients, branch teams, and Financial Advisors receive accurate, timely, and helpful support. This position is ideal for someone who enjoys problem-solving, building relationships, and delivering excellent service in a fast-paced environment.

Job Description

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 St. Petersburg, FL Corporate Office.

Hours: This position requires 1 shift per week from (11am-8pm or 10am-7pm ET) and the other days will be 8am-5pm ET.

What You’ll Do

• Client Support & Issue Resolution

• Handle incoming calls and inquiries related to Capital Access features.

• Research and resolve moderately complex issues (e.g., card transactions, ACH, check processing).

• Provide clear explanations and document cases accurately.

• Advisor & Internal Partner Support

• Work with branch teams, Financial Advisors, and internal partners to address escalations.

• Communicate updates and resolutions professionally and promptly.

• Data & Systems Accuracy

• Enter and verify account information across internal systems.

• Maintain organized, audit-ready records and support routine operational tasks.

• Compliance & Quality

• Follow required procedures, ensuring accuracy and adherence to regulatory standards.

• Meet service-level expectations for response time and case quality.

• Continuous Improvement

• Participate in training and contribute to process enhancements and team knowledge-sharing.

What Success Looks Like

• High client and advisor satisfaction.

• Accurate and timely case resolution.

• Strong communication and follow-through.

• Consistent adherence to procedures and quality standards.

• Positive collaboration with branches and internal teams.

What You’ll Bring

• 1–2+ years of customer service or operations experience (financial services a plus).

• Strong oral and written communication skills with the ability to simplify complex information.

• Problem-solving mindset with strong attention to detail.

• Ability to multitask while staying organized and focused.

• Comfort working in multiple systems and learning new software.

• A team-oriented, coachable attitude with a desire to contribute.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

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.