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 an Associate's or Bachelor's degree in a finance or business-related field, with an 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 teams 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 Home Office.
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 travelrequired
