Close knit culture, service first
Client Service Associate, Supervisor (Former Employee) – Saint Petersburg, FL – July 29, 2016
Raymond James is a rapidly growing financial regional wirehouse. I worked in many capacities, training new hires, and helping clients with statements and tax forms. I worked in several departments over a 21 year time frame, the last 6 months out of my home remotely in Wilmington, NC, which I enjoyed the least, since I was away from people. This was the hardest part of my job because I had to handle everything by phone and email and had no personal contact with management or coworkers.
The most enjoyable part of my job was seeing the results of the trainees as they were able to do their jobs on their own after going through my training. I also greatly enjoyed problem solving for clients.
I had several managers over the years and had a good working relationship with each of them. Raymond James emphasizes service first and I learned to implement this concept into all projects and training, as well as the design of our online investor access system.
My typical day was never typical as it was different each day. But my day always involved training others, answering emails and client calls, problem solving and usually a meeting or two.
Great hours and benefits
deadlines which created pressure, sometimes short staffed