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.

Internship Program Overview

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

To be eligible for the summer 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026. Most positions are based in St. Petersburg with other available locations depending on company need.

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.

Department Overview

Asset Management Services (AMS) helps serve the sophisticated needs of Raymond James clients with a variety of institutional-grade platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their time to build their client relationships. The AMS Summer Program is a partner program within our firm-wide Internship Development Program (IDP). This summer program allows a deeper dive into the different functionalities within our AMS department: Advisory Consulting, Sales, Operations, and Administration. While this is not rotational, the interns will have the opportunity to gain exposure to multiple AMS divisions and have personalized collaboration with senior-level leaders across AMS.

Job Summary

As part of the AMS Operations team, the Operations Intern's responsibilities may include assisting in special projects in various areas of the AMS business unit, including the Account Reconciliation, Advisor Services, and Trading Operations teams. Interns will receive a high-level overview of the AMS business and be provided the opportunity to shadow various business units.

Internship Length: 10 weeks

Start Date: June 2, 2025

End Date: August 8, 2025

Work Schedule: Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

• Learn to utilize internal Raymond James software such as Client Center, Ops Portal, SIS, PPM, and Rebalance.

• Assist in reconciling cash and security transactions between Raymond James BackOffice and AMS Systems.

• Provide concierge-level customer service to the advisor and their teams being supported over the phone.

• Perform reviews of mutual fund and ETF advisory, Freedom UMA, MDA, Portfolio Select UMA, and RJCS accounts.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of –

• Basic investment concepts, practices, and procedures used in the securities industry.

• Accounting principles and procedures.

• Fundamental concepts, practices, and procedures of a professional office environment.

• Basic concepts, principles, and practices of an assigned business unit.

Skill in –

• Customer Service.

• Analyzing data to identify discrepancies.

• Reconciling and correcting transactions.

• Personal resilience while providing high-level customer service to both internal and external clients.

• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to –

• Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.

• Analyze and solve problems.

• Work independently and collaboratively within a team environment.

• Communicate with associates and internal and external customers effectively, both orally and in writing.

• Establish and maintain effective working relationships at all levels of the organization.

Educational/ Previous Experience Requirements

• Junior standing pursuing a bachelor’s degree in business, finance, or related field.

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location

• Hybrid position – St. Petersburg, FL

• No travel required.

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Job: Operations

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

Organization Asset Management Group

Schedule Full-time

Job Shift Day Job

Req ID: 2402724