Branch Concierge & Relationship Advisor

Raymond James; Memphis (TN); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Retirement savings plan

Paid time off

Job summary

Raymond James in Memphis offers a hybrid-friendly schedule with in-office days three per week at the corporate office. The role supports the Branch & Concierge Services team, processing FA requests, resolving inquiries, and maintaining strong relationships with FAs and internal partners.

Responsibilities include handling complex customer questions, coordinating with teams, and ensuring quality CRM data for retention and growth.

Qualifications

• SIE required prior to start; exemption or grandfathering cannot be applied.
• Series 7 License required, or ability to obtain within six (6) months.
• Series 63 (or 66) License required, or ability to obtain within six (6) months.
• High School diploma or equivalent is required.
• General experience ranges from 13 months to 3 years.

Responsibilities

• Provide advanced product/service information and respond to complex customer questions about the product/service.
• Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
• Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
• Make calls to allocated customers to develop new relationships and resolve queries.
• Schedule follow-up actions and enter relevant information into the CRM to enable effective customer retention and business development.

Skills

Customer service

Communication

Relationship building

Problem solving

Sales scripting

CRM data entry

Multitasking

Team collaboration

Education

High School diploma

Tools

CRM software

Job description

Raymond James in Memphis offers a hybrid-friendly schedule with in-office days three per week at the corporate office. The role supports the Branch & Concierge Services team, processing FA requests, resolving inquiries, and maintaining strong relationships with FAs and internal partners.

Responsibilities include handling complex customer questions, coordinating with teams, and ensuring quality CRM data for retention and growth.