2026 Summer Associate – RCS Financial Services Operations Support – St. Petersburg, FL

Job Description Summary

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

Job 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. 

 

Department Overview 

The RIA & Custody Services Division (RCS) serves as a clearing firm for independent broker dealers and as a custodian for independent Registered Investment Advisor firms (RIAs).  

 

Job Summary 

The summer associate will gain hands-on experience in the operational processes that support the service advisors for our independent advisors and broker-dealer relationships. This role offers exposure to the day-to-day functions that ensure accurate and efficient processing of onboarding/offboarding, account maintenance, and procedure reviews. The successful candidate will collaborate with various operational teams and have opportunities to observe and assist in workflow optimization, data integrity checks, and process improvements. Attention to detail and a proactive approach will be essential in supporting initiatives that enhance operational efficiency and client satisfaction. 

 

The summer associate position is a temporary role. 

 

Start Date: Monday, June 1, 2026 

End Date: Friday, August 7, 2026 

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

 

Duties and Responsibilities 

• Collaborate with teams to deliver operational excellence for RIAs and Introducing Broker Dealers 

• Participate in process improvement initiatives; identify inefficiencies and recommend enhancements 

• Support the Client Admin Support team members and managers with plans, timelines, deliverables, and documentation (status reports, meeting notes) 

• Assisting with transaction processing, account setup, and documentation review 

• Monitor risks and issues, escalating as needed 

• Work with cross-functional teams (Client Engagement, Service Advisors, and Risk) to provide updates.