Branch Client Services Specialist

Raymond James, Inc.; Town of Florida (NY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Retirement plan

Paid time off

Job summary

Raymond James, Inc. is seeking a hybrid Client Services Specialist to support Financial Advisors and branches. The role involves processing FA requests, resolving inquiries, and maintaining strong relationships with financial advisors and internal partners.

This position emphasizes high-touch service, CRM data management, and opportunity discovery during service interactions. In-office days are three per week at Memphis or Southfield offices; licensing within 120 days is required, including SIE,

Qualifications

• Customer-facing role with high touch service.
• Familiarity with financial products is a plus.

Responsibilities

• Provide advanced product/service information and respond to complex customer questions about the product/service.
• Record and process custom/special orders and coordinate with teams as required.
• Respond to advanced issue escalations and obtain managerial approvals as needed.
• Make calls to allocated customers to develop new relationships.
• Schedule follow-up actions and enter information into the CRM to enable retention and business development.
• Interview customers to clarify requirements and capture notes.
• Deliver exceptional service to encourage continued usage of products/services.
• Develop knowledge of company policies, procedures and regulatory codes.

Skills

Customer service

Relationship building

Communication

CRM system

Sales opportunities

Problem solving

Digital communication

Education

High School (HS) (Required)

Tools

CRM software

Job description

Raymond James, Inc. is seeking a hybrid Client Services Specialist to support Financial Advisors and branches. The role involves processing FA requests, resolving inquiries, and maintaining strong relationships with financial advisors and internal partners.

This position emphasizes high-touch service, CRM data management, and opportunity discovery during service interactions. In-office days are three per week at Memphis or Southfield offices; licensing within 120 days is required, including SIE,