- SALARY:NONE
- Saint Petersburg, Florida
Saint Petersburg, Florida
Service Associate-2401530
Description
Job Summary
Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist Raymond James' clients in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with customers via phone.
Essential Duties and Responsibilities
Acts as a liaison between home office departments 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.
at the retail level.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Basic office practices, procedures and methods.
Skill in
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
electronic communication and spreadsheets.
Ability to
Provide a high level of customer service in a calm, courteous and professional manner.
work environment.
home office.
Constructively work under stress and pressure when faced with high workloads and deadlines.
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
Investment Management
Primary Location
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