Opportunity Description
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.
**Role Overview:**
The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.
**Responsibilities** :
+ Conduc...
**Role Overview:**
The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.
**Responsibilities** :
+ Conduc...
Ready to Apply?
Submit your application for Digital Workflow Services Associate | Southfield, MI at Raymond James Financial, Inc.
Apply for this Position