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Account Transfer Associate — Hybrid, Onsite Training

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: 100 Raymond James & Associates, Inc.
Full Time, Apprenticeship/Internship position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Banking Operations
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below

Raymond James & Associates, Inc. is seeking an Account Transfer Associate to facilitate external transfer of client assets, review documents, and resolve issues with a client-first mindset. The role supports internal associates and Financial Advisors, providing professional service and data accuracy.

The position offers a hybrid schedule with in-office days in St. Petersburg, FL three days per week, and a mandatory on-site training during the first 30 days.

We have an opening for a Account Transfer Associate — Hybrid, Onsite Training in Saint Petersburg, FL, United States within Management & Operations, Other.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Account Transfer Associate — Hybrid, Onsite Training role at 100 Raymond James & Associates, Inc., based in Saint Petersburg, FL, United States.

Position Requirements
10+ Years work experience
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