• Accurately set up and maintain client records for Wealth Management accounts, ensuring data integrity at every stage of the process

• Review and validate client documentation prior to account setup, ensuring completeness and compliance with internal policies and regulations

• Perform “four-eye” quality checks on data entered by colleagues to uphold high standards of accuracy

• Act as a key point of contact for internal queries relating to account opening and client data management

• Manage the team inbox and department phone line, responding to queries promptly and professionally

• Collaborate with internal stakeholders to resolve data discrepancies and enhance processes

• Proactively identify potential data risks, control gaps, or inefficiencies, and escalate where appropriate

• Support fraud prevention efforts by identifying and escalating suspicious or unusual requests

• Contribute to continuous improvement initiatives by recommending and implementing process enhancements

• Participate in system testing and change initiatives to ensure data processes remain robust and fit for purpose

• Ideally at least two years’ experience in an administrative, operations, or data-focused role

• Experience in financial services or a regulated environment is beneficial, though not essential—we value transferable skills and a willingness to learn

• Strong attention to detail and a commitment to maintaining high levels of data accuracy

• Excellent organisational and time management skills, with the ability to prioritise effectively in a busy environment

• Confident communicator, able to build positive working relationships with stakeholders at all levels

• Proactive and self-motivated, with the ability to work both independently and as part of a team

• Strong problem-solving skills and a continuous improvement mindset

• High level of integrity, with an understanding of risk and compliance considerations

• Collaborative team player who values and respects diverse perspectives and contributions

• Proficient in Microsoft Office (particularly Excel, Word, and Outlook)

• Comfortable learning and working with multiple systems and databases

What We Offer:

• A collaborative, values-driven culture where integrity and client-first thinking are paramount.
• The opportunity to shape a growing service within a respected and stable firm.

At Raymond James, we:

• Put clients first – always.
• Act with integrity – doing what’s right, not what’s easy.
• Think long term – building a stable, responsible future.
• Value independence – celebrating individuality and encouraging innovation.

About Us:

Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.