The primary responsibility of this role is to prepare and support the customer reserve calculation in accordance with SEC Rule 15c3-3, including gathering source data, analyzing calculation inputs, documenting results, and escalating questions or exceptions as appropriate. 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.