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.

Internship Program Overview

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 10 -week immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

To be eligible for the summer 2026 internship program, you must be pursuing a n Associate ’s or Bachelor's d egree in a finance or business -related field , with a n expected graduation date of May or June 2027 .

Candidates who successfully complete the internship program may have the opportunity to transition into a full-time role at Raymond James after graduation.

Department Overview

The various departments within Operations play a vital role in supporting the firm’s financial infrastructure by ensuring the accurate processing of transactions and maintenance of client accounts. As an intern, you will gain hands-on experience across key operational areas such as account services, client services, cash and asset movement, mutual fund operations, and data reconciliation. The Operations team s collaborate closely with branch offices and internal departments to uphold regulatory standards, deliver exceptional client service, and drive operational efficiency.

Job Summary

We are seeking a motivated and detail-oriented Intern to support various departments within Operations. This internship offers hands-on experience in financial operations, account maintenance, data review and internal communications. Interns will assist with updating client account information, analyzing operational data, and facilitating communication between branch offices and the H ome O ffice.

Under general supervision, the intern will follow established procedures using knowledge and skills obtained through formal education and/or experience to perform routine and moderately complex tasks. Responsibilities include resolving routine inquiries, supporting internal teams, and ensuring data accuracy and regulatory compliance. This role provides a strong foundation in operational workflows and client service within a dynamic, fast-paced environment.

Internship Length : 10 weeks

Start Date: June 1, 2026

End Date: August 8, 2026

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

Duties and Responsibilities

• Maintain and update client account data using internal systems and third-party applications

• Assist with reviewing reports, analyzing data, and identifying appropriate solutions

• Respond to operational inquiries via phone and email

• Collaborate with other departments to resolve issues and ensure timely follow-up

• Monitor and review daily tasks for accuracy, completeness , and compliance with policies and procedures

• Participate in a collaborative, high-learning environment with on-the-job training

• Operates standard office equipment and uses required software applications

• Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

• Basic financial investment concepts, practices and procedures used in the securities industry

• Microsoft Office Suite (Excel, Word, Outlook)

• Principles and practices of customer relations and communication

• Fundamental concepts, practices, and procedures of a professional office environment

• Basic concepts, principles, and practices of an assigned business unit

Skill in

• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines

• Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses

• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel

• Researching general issues to provide timely , accurate , analytical, and supportive responses

• Operating standard office equipment and using or having the ability to learn required software applications

Ability to

• Multitask to handle phones and processing

• Communicate effectively, both orally and in writing

• Work independently and collaboratively in a fast-paced environment

• Prioritize multiple tasks and meet deadlines

• Learn and apply new systems and procedures quickly

• Provide a high level of customer service

• Establish and maintain effective working relationships

Educational/ Previous Experience

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

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

Licenses/Certifications

• None required

Location

Hybrid position - St. Petersburg , FL

• No travel required

Education
High School (HS)

Work Experience
General Experience - 4 to 6 months

Certifications

Travel
Less than 25%

Workstyle
Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AA2

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF