Service Associate-2400977
Description
Job Summary Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with internal customers. Essential Duties and Responsibilities Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries follows the issue all the way through resolution and final communications.
Qualifications
Knowledge, Skills, and AbilitiesKnowledge ofBasic office practices, procedures and methods.Skill inOrganizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.Ability toProvide a high level of customer service in a calm, courteous and professional manner. Educational/Previous Experience Requirements High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied.Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Wealth management
Primary Location
US-RM-Remote-Remote
Other Locations
US-TN-Memphis-Memphis, US-MI-Troy-Troy, US-FL-St. Petersburg-Saint Petersburg
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
Yes, 10 % of the TimeEligible for Discretionary BonusYes#LI-JM1