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Transition Solutions Jobs in Florida (NOW HIRING)

VitalCaring Group

Care Transition Navigator

Tampa, FL · On-site

... solutions that truly make a difference for patients and families - today and into the future * Make ... Care Transition Navigator (CTN) - Home Health Field-Based | Hospital-Focused | Patient Transition ...

VitalCaring Group

Care Transition Navigator

Tampa, FL · On-site

... solutions that truly make a difference for patients and families - today and into the future * Make ... Care Transition Navigator (CTN) - Home Health Field-Based | Hospital-Focused | Patient Transition ...

VitalCaring Group

Care Transition Navigator

Tampa, FL

... solutions that truly make a difference for patients and families - today and into the future * Make ... Care Transition Navigator (CTN) - Home Health Field-Based | Hospital-Focused | Patient Transition ...

VitalCaring Group

Care Transition Navigator

Tampa, FL

... solutions that truly make a difference for patients and families - today and into the future * Make ... Care Transition Navigator (CTN) - Home Health Field-Based | Hospital-Focused | Patient Transition ...

Noblesoft Technologies

Transition Manager

Orlando, FL · On-site

Transition Manager who can identify road blockers and provide solutions to Stakeholders and teams * Overall effective communication skills Job Summary: * We are looking for a skilled and experienced ...

Lloyds Register

Energy Transition Analyst

Miami, FL · Hybrid

Contribute to advisory projects covering management consulting solutions, energy transition strategies, market assessments and business case development, working collaboratively with ...

CHA Consulting, Inc.

Sr. Project Manager

Tampa, FL · On-site

$150K - $165K/yr

Discover our innovative projects and commitment to grid reliability and regulatory compliance by visiting: chasolutions.com/solutions/grid-resiliency-energy-transition-solutions/. $150,000 - $165,000 ...

Infosys

Solutions Architect

Tampa, FL · On-site

$59.50 - $78.50/hr

... solutions • Facilitate a ... smooth transition by ensuring knowledge transfer and adherence to quality standards, while ...

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Transition Solutions information

What is the difference between Transition Solutions vs Career Counselor?

AspectTransition SolutionsCareer Counselor
CredentialsVaries; often includes certifications in career coaching or counselingTypically requires a master's degree in counseling or psychology, plus licensure
Work EnvironmentConsulting firms, corporate HR, government agenciesEducational institutions, private practice, career centers
Industry UsageUsed across industries for workforce transition and career change supportPrimarily in education and counseling sectors

Transition Solutions generally refers to services or roles focused on helping individuals navigate career changes, often in a consulting or corporate setting. Career Counselors are professionals trained to provide personalized career guidance, usually within educational or counseling environments. While both support career development, Transition Solutions tend to be broader and more service-oriented, whereas Career Counselors focus on individual counseling and assessment.

What are popular job titles related to Transition Solutions jobs in Florida? For Transition Solutions jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Transition Solutions jobs in Florida look for? The top searched job categories for Transition Solutions jobs in Florida are:
What cities in Florida are hiring for Transition Solutions jobs? Cities in Florida with the most Transition Solutions job openings:
Transition Solutions jobs near you

Service Associate - Series 7 & 63 Required

Raymond James Financial Services

Saint Petersburg, FL • On-site

Other

Posted 3 days ago

New

Job description

Job Summary

Under general supervision, Investor Transition Solutions, a specialized department at the Raymond James home office, is dedicated to providing exceptional service to Raymond James' clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches. Your expertise in customer service, securities trading, and problem-solving will enable you to deliver superior service to our valued clients. At Investor Transition Solutions, you will not have a sales goal rather we want you to focus on delivering a Service 1st client experience. Extensive contact with clients via phone.

Essential Duties and Responsibilities

  • Service 1st Client Experience: Address account-level issues through inbound phone calls, ensuring a positive client experience.

  • Provide a positive client experience to clients who contact Investment Central through inbound and outbound phone calls and electronic communications.

  • Collaboration: Work closely with other home office departments to resolve client account issues.

  • Proactive Client Communication: Reach out to clients proactively to address important matters related to their accounts and to follow up on other items.

  • Trade Execution: Execute client-directed trades across various asset types, including mutual funds, fixed income, and stocks.

  • Transaction Processing: Regularly handle client-directed transactions such as ACH transfers, wire transactions, and journal requests.

  • Account Variety: Manage a diverse range of accounts, including trust accounts, estate accounts, and entity accounts.

  • Executes trades based on verbal instructions.

  • Performs Mass Moves (entire book of business transfers) for Transitioning and Terminated Financial Advisors.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

  • Call center best practices.

  • Account types and industry operations in general.

  • Securities Trading.

Skill in

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

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

  • Detail orientation to ensure quality standards are met without impairing workflow.

  • Follow-up to ensure resolution and completion of tasks.

Ability to

  • Provide a high level of customer service in a calm, courteous and professional manner.

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

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

  • Use effective oral and written communication skills sufficient enough to communicate and interact effectively with Home Office associates and their direct family members.

  • Constructively work under stress and pressure when faced with high workloads and deadlines.

  • Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements

  • High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience.

  • Associates and/or Bachelor's Degree Preferred but not required.

  • OR ~

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

Licenses/Certifications

  • SIE required provided that an exemption or grandfathering cannot be applied.

  • Series 7 and 63 licenses required.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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