2025 Operations Service Delivery Summer Associate - St. Petersburg, FL -2403947

Description

Raymond James Overview

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

The Service Delivery Organization supports all Operations departments to develop and deliver a consistent client service strategy across Raymond James. The Service Delivery team provides reporting and analysis on service trends as well as support for our service tools including our telephony, knowledge management, and issue management tools

Seasonal Analyst Job Summary

As a member of the Service Delivery team, the Summer Associate will play a key role in reporting metrics and analyzing service trends across Raymond James Operations. The individual chosen will be working with leaders within the Voice of the Customer space. This may include but is not limited to projects and initiatives relating to surveys, analytics, case management, and email tools. The position also requires strong analytical, communication, and critical thinking skills with the ability to work collaboratively across multiple departments to identify creative solutions to complex problems.

This is a temporary role.

Work Schedule: Up to 40 hours per week for a limited time, determined by department need.

Start Date: June 2, 2025

End Date: August, 8, 2025

Duties and Responsibilities

• Partners with associates to learn about our telephony system, business intelligence platform, and email mining application.
• Utilizes various Raymond James platforms to identify trends and data that point to areas of improvement.
• Presents key findings to leadership with resolution recommendations.
• Specified projects and varied assignments relating to the Service.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of -

• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in -

• Researching complex issues.
• Preparing and delivering written reports.
• Effective time management and ability to meet set deadlines.
• Critical thinking and the ability to identify areas of risk to the organization.
• Proficiency in Microsoft applications: Word, Excel, PowerPoint, etc.
• Operating standard office equipment and using, or having the ability to learn, required software applications

Ability to -

• Build and maintain strong working relationships with internal partners.
• Present concise and accurate information to senior leaders.
• Analyze large sets of data for issues and trends.
• Organize and prioritize multiple tasks and meet deadlines.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements -

• Interested in process improvement, project management, and financial services.
• Currently pursuing a Bachelor’s or Master’s Degree in Finance or Business field with a graduate date of May 2025.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications -

• None required.

Location - Hybrid position – St. Petersburg office

No travel required.

#wayup

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.

Job: Operations

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

Organization: Service Delivery

Schedule: Full-time

Shift: Day Job

Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) 25.00

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF