Raymond James

Supervisor, Operations - Series 7 & 66

Remote - Florida, United States of America

Sponsorship not specifiedDetected 11 hours ago

Account ManagementHRCustomer SupportLeadershipCommunicationCollaboration

About the role

Job Description Summary Job Description Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients.
Although we operate as a home office department, our approach mirrors that of most Raymond James branches.
Your responsibilities include supervisory skills, client experience management, training, staffing, collaboration, and more.

Ensure teams you lead deliver a positive Service 1st experience by monitoring interactions with clients and utilizing metrics to manage workflows.
Manage your team in accordance with Raymond James' Human Resources policies and procedures.
Manage a diverse range of accounts, including trust, estate, and entity accounts.
Maintain a high level of integrity and adhere to Raymond James' Code of Business Conduct & Ethics.
Develop and Document branch processes into Standard Operating Procedures.
understanding how to interpret and apply Raymond James' Human Resources policies to the team you manage.
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.

Learn the concepts, principles and practices of assigned functional area
Plan, assign, monitor, review, evaluate and supervise the work of others
Coach and mentor others
Balance conflicting resource and priority demands
Facilitate meetings, ensuring that all viewpoints, ideas and problems re addressed
Incorporate needs, wants and goals from different business unit perspectives into operational processes
Communicate effectively, both orally and in writing
Work independently as well as collaboratively within a team environment

Demonstrate well-rounded leadership qualities and supervisory skills coupled with a mastery of brokerage operations.
Staffing: Confirm day-to-day call center staffing is adequate to respond to call volumes.
Escalation Point of Contact: Respond to and resolve escalated situations.
Inbound Calls: Serve as an additional resource in the call center during high call volumes.
Proactive Communication: Reach out to clients to address important account matters and conduct routine follow up as needed.
Transaction Processing: Handle client-directed transactions such as ACH transfers, wire transactions, and journal requests regularly.
Risk Mitigation: Work with branch and firm resources to mitigate risks.

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.

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.
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.
Partner with other home office departments to resolve client account issues and improve operational processes.

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

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.