Job Description

Job Summary:

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to provide technical support for new financial advisors joining existing Raymond James and Associates (RJA) and Raymond James Financial Services (RJFS) branch offices. In conjunction with the Manager, Private Client Group Services (PCGS), acts as a liaison between the transition department, information technology (IT) department and outside vendors. Leads defined work or projects of moderate scope and complexity. Resolves or recommends solutions to moderately complex problems. Extensive contact with internal customers to ensure technology needs are met, and to identify, research and resolve problems.

Essential Duties and Responsibilities:

Consults with existing branch management and/or new advisor to determine workstation needs for incoming financial advisor.

Coordinates the acquisition of hardware/software for new financial advisors joining existing RJA and RJFS offices and manages the tracking of equipment.

Manages hardware/software installation for new financial advisors joining existing RJA and RJFS offices and assists with basic networking.

Assists branch management in determining appropriate user access requirements.

Coordinates and manages the escalation of issues to the IT Department.

Researches and resolves IT related billing issues.

Acts as a liaison between the transition department, IT department and outside vendors.

May participate in recruiting visits for prospective financial advisors.

May assist with troubleshooting hardware/software issues to effectively resolve problems.

Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

Basic office practices, procedures and methods.

Basic networking and security guidelines and procedures.

Pertinent hardware and software in order to provide support and direction for users.

Financial services industry.

Skill in:

Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.

Ability to:

Organize, manage and track multiple detailed tasks, assignments and completion dates with frequently changing priorities in a fast-paced work environment.

Use effective oral and written communication skills sufficient enough to interact effectively with and guide financial advisors and their staff with varying levels of PC experience on various IT issues.

Problem solve sufficient to independently identify and correct moderately complex PC/network related problems.

Attend to detail while ensuring quality standards are met without impairing workflow.

Handle stressful situations and provide a high level of customer service in a calm and professional manner.

Follow-up to ensure resolution and completion of tasks.

Work independently as well as collaboratively within a team environment.

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

Learn new software and proprietary systems as needed.

Proactively keeps abreast of new products and services.

Create, organize and make effective presentations.

Educational/Previous Experience Requirements:

Bachelors Degree (B.A.) or equivalent in a related discipline with one (1) to three (3) years experience in the financial services industry and one (1) to three (3) years IT experience preferred.

~or~

An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

Microsoft Certification preferred.