Branch Service Advisor | Financial Licensing Required

Raymond James, Inc.; Memphis (TN); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James, Inc. in Memphis, TN is seeking a Branch Service Advisor to be a key contact within the Branch & Concierge Services team. The role processes FA requests, handles inquiries, and supports service delivery with professionalism.

The position requires SIE, Series 7 (or ability to obtain within six months) and Series 63/66 licenses. It follows a hybrid schedule with in-office days three per week in Memphis. Regular hours are 10am–7pm CST after training.

Qualifications

• SIE required prior to start.
• Series 7 license required or obtainable within six months.
• Series 63 (or 66) license required or obtainable within six months.
• High School Diploma completed.
• 1+ year of relevant work experience preferred.

Responsibilities

• Provide advanced product/service information and respond to complex customer questions.
• Record and process custom/special orders and coordinate with relevant teams.
• Respond to advanced issue escalations with approvals as needed.
• Make calls to allocated customers to develop relationships and retention.
• Enter call notes into the CRM and create a follow-up plan.

Education

High School Diploma

SIE

Series 7 License

Series 63/66 License

Job description

## Branch Service Advisor | Financial Licensing RequiredApply: Memphis, Tennessee - United States: Full time: Posted Today: End Date: November 16, 2026 (13 days left to apply): R-0013689**Job Description Summary**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.**Job Description**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 in our Memphis, TN corporate office. * The **regular** hours/schedule for this role (after training) will be Monday-Friday from **10am-7pm CST.*** During the **training** period (first few months) the hours/schedule will be Monday-Friday from **8am-5pm CST.** **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 (by telephone or video call) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.* 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.* 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.* Provide exceptional service to customers to encourage continued use of the organization's products/services.* 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. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.* Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.**Skills**:* Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. 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. Typically works without supervision and may provide technical guidance.* Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.* Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.* Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers.* Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance.* Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.* Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.* Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client’s organization.* Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity.* Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference.* Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges. **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 six (6) months.** **Series 63 (or 66) License** **required**, *or ability to obtain within six (6) months.***Education**High School (HS) - Completed (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications**s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridThe 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. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. 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.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • 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 firmAt 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.#LI-DM1