Raymond James

Branch Service Advisor

Saint Petersburg, Florida - United States, USA

Sponsorship not specifiedDetected 2 days ago

CRMBusiness DevelopmentCommunication

About the role

Job Description Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration.
In-office days will be 3 per week, averaging 12 days per month at one of our Memphis, TN, or Southfield, MI corporate offices.
Typically works without supervision and may provide technical guidance. - Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency.
Maintain strong, ongoing relationships with FAs and internal partners, acting as a trusted liaison between branches and operational units.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.

Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
provide managerial approvals as required.

Licenses/Certifications
SIE required (prior to start), provided that an exemption or grandfathering cannot be applied.
Series 7 License required, or ability to obtain within 120 days.
Series 63 (or 66) License required, or ability to obtain within 120 days.
High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Less than 25%
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

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
Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Provide exceptional service to customers to encourage continued use of the organization's products/services.
Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.