Client Service Associate — Series 7 & 63 Licensed

130 Raymond James Financial Services, Inc.; Saint Petersburg (FL); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off (vacation, holidays, and

sick leave

Parental leave

Job summary

Raymond James Financial Services, Inc. is hiring a Service Associate for Investment Central, the home office branch that mirrors client-facing service in a typical Raymond James location.

You will act as the first contact for clients, handling inbound calls, emails, and trade requests with focus on a Service 1st experience. The role emphasizes accuracy, collaboration with other departments, and proactive client communications, while handling accounts including trusts and estates in a hybrid work

Qualifications

• High School Diploma or equivalent with 3 years in financial services, preferably including service experience.
• Associates and/or Bachelor’s Degree preferred but not required.

Responsibilities

• Address account-level issues via inbound calls to ensure a positive client experience.
• Provide service-centric support to Investment Central clients via calls and emails.
• Collaborate with home office departments to resolve client account issues.
• Proactively reach out to clients regarding account matters and follow up on items.
• Execute client-directed trades across mutual funds, fixed income, and stocks.
• Process client transactions such as ACH transfers, wires, and journal requests.
• Manage diverse accounts including trusts, estates, and entity accounts.

Skills

Customer service

Securities trading

Problem solving

Call center

Communication

Education

High School diploma

Associates or Bachelor’s preferred

Tools

SIE license

Series 7 license

Series 63 license

Job description

Raymond James Financial Services, Inc. is hiring a Service Associate for Investment Central, the home office branch that mirrors client-facing service in a typical Raymond James location.

You will act as the first contact for clients, handling inbound calls, emails, and trade requests with focus on a Service 1st experience. The role emphasizes accuracy, collaboration with other departments, and proactive client communications, while handling accounts including trusts and estates in a hybrid work