Client Experience & Trade Specialist

Raymond James; Saint Petersburg (FL); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Service Associate for Investment Central, a home office department. You will be the first contact for clients, delivering Service 1st experiences through inbound calls and electronic communications while coordinating with other departments to resolve account issues.

The role emphasizes trade execution across asset types, transaction processing, and handling various account types in a hybrid work setting.

Qualifications

• High School Diploma or equivalent with 3 years experience in financial services.
• SIE required; Series 7 and 63 licensing required.

Responsibilities

• Provide Service 1st client experience for inbound calls and electronic communications.
• Collaborate with home office departments to resolve client account issues.
• Proactively contact clients on important account matters; follow up as needed.
• Execute client-directed trades across mutual funds, fixed income, and stocks.

Skills

Call center best practices

Securities trading

Customer service

Time management

Communication skills

Detail orientation

Education

High School Diploma

Associate/Bachelor's Degree Preferred

Job description

Raymond James is seeking a Service Associate for Investment Central, a home office department. You will be the first contact for clients, delivering Service 1st experiences through inbound calls and electronic communications while coordinating with other departments to resolve account issues.

The role emphasizes trade execution across asset types, transaction processing, and handling various account types in a hybrid work setting.