Our Service 1st Culture
Named after our firm’s founder, the Robert A. James Award of Service Excellence program recognizes associates who embody our Service 1st culture and live our core values of putting client first, acting with integrity, thinking long term and valuing independence.
Congratulations to the following associates who were recently recognized for their exemplary service in the second quarter of fiscal year 2024.
Julie Johnson | Senior Registered Client Service Associate
Throughout the year, Julie has leveraged her extensive financial services knowledge and experience to keep her branch moving forward and striving to meet the service expectations of both advisors and clients. She approaches all client interactions with high quality service and the utmost care; Julie is embodiment of service with a smile.
To say that Julie has gone above and beyond and performed outside her job description, however loosely interpreted, is an understatement. Julie’s DNA is such that there is no job too big and no task beneath her doing. She does everything she can to help ensure all clients are cared for.
As a result of Julie’s passion for service, the branch continues to operate efficiently and effectively. At the core of Raymond James’ values is putting clients first — and that is Julie personified; no one takes customer service to a higher level than Julie.
Tyler Allan | Manager, Talent Assessment
Tyler, pictured right with Chair and CEO Paul Reilly, was hired as a senior advisor in Human Resources supporting the Talent Assessment team. On any given day, you might find him dealing with the ins and outs of a pre-hire assessment, including speaking with managers and leaders across departments about their candidates' assessment results, dealing with vendor-related inquiries and supporting candidates directly as they apply for jobs. Tyler shows up with smile and brings people along when discussing complicated topics.
As a data-driven, analytically-minded individual, Tyler stepped up to take on a responsibility outside of his daily tasks to grow, to innovate and to help support his clients. He went from taking one-on-one phone calls with leaders to presenting complex and challenging problems to senior leaders and walking them through solutions in a simple, clear and articulate manner. He remains calm and patient even when there may be division around how best to proceed.
Tyler has confidently guided leaders through conversation on getting what they need for their department and business out of the data restructuring. He is a prime example of how to quickly redirect conversations and stay on task all while continuing to help the business improve their people data approach.
Anjani Kumar | Associate Director, Technology
Anjani, pictured left, manages the heavily-used Rebalance application which helps financial advisors generate orders (trades) based on objective investment criteria and personalization. Anjani’s day-to-day impact is exemplified by his accountability in delivering high-value features, his client-first approach in proactive application monitoring, his innovative ideas in technical design and his collaboration with stakeholders to refine requirements and prioritize tasks effectively.
His commitment to service and our values is evident as he strives to go above and beyond in his day-to-day responsibilities. He has built a trusted relationship with stakeholders, and his technical understanding and domain knowledge not only contribute to his projects, but has also made him a trusted resource among his peers.
Anjani’s dedication to excellence and technical leadership make him a deserving recipient of the Award of Service Excellence, significantly contributing to Raymond James’ commitment to innovation and client satisfaction.
Tina Pridgen | Advisory, HR Product Management
As the technology liaison for Human Resources, Tina, pictured right, is constantly responding to technology issues and setting up new equipment for the department, as well as our corporate intern and early career programs. She does this through proactive collaboration within the department to effectively plan her projects and help ensure she meets tight deadlines. Tina is consistently finding creative solutions to technical challenges. Her ability to provide multiple options when solutioning demonstrates her depth of experience and commitment to delivering the best possible outcomes for our teams. She also does a good job of managing competing priorities and unexpected issues while keeping stakeholders up to date on her deliverables and consistently meeting those deliverables. Her proactive approach to addressing issues helps ensure that her clients receive high quality service, regardless of the circumstances. Her grace under pressure sets her apart.
Tina singlehandedly prepared the HR department for its move to a temporary location within the building. This meant coordinating and decommissioning all technology in the department (50+ workstations, 15 offices and four zoom conference rooms) and ensuring it is all set up correctly and in working order for work the next day.
She provides quality client service, embodies the qualities of a true service excellence champion, and is always willing to take on any challenge presented to her and find solutions that deliver on client expectations.
Andrew Galsim | Operations Specialist
Andrew uses his strengths to better all of NWPS through building tools that enhance productivity and quality for daily processes. His ability to provide reporting at a level the entire team can use has made the team stronger.
Andrew developed tools to monitor complex cash reconciliation movements for larger complex clients. After strategizing with the team for large-scale project, he created tools that not only benefited NWPS but also enhanced the external business partners' capabilities as well. His direct contributions help position NWPS as a major player in serving large complex clients and new business opportunities.
Andrew's ability to enhance the team's reporting from the perspective of the client and participant allows him to service internal and external business partners with complete support all at one time.
Thank you to our dedicated associates for their continued Service 1st commitment!
About the Robert A. James Award of Service Excellence
The Robert A. James Award of Service Excellence is an internal Raymond James recognition delivered to individual employees or teams. Established in 2014, The Robert A. James Award of Service Excellence recognizes associates who embody the Raymond James values and uphold our commitment to service through their exemplary actions.
Nominations are accepted on a rolling basis and the nomination committee composed of 11 firm leaders awards the distinction quarterly. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.