Client Services Specialist - Series 7 & 63 (Remote)

Raymond James, Inc.; Florida; Hybrid; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

Raymond James, Inc. seeks a Service Associate with Series 7 & 63 to support clients via Investment Central. The role centers on delivering a Service 1st client experience, handling inbound calls, trades, and account processing with accuracy and compliance.

You will work with home office departments to resolve issues, proactively communicate updates, and maintain professional standards in a fast-paced environment. A HS diploma and FINRA licenses are required.

Qualifications

• High School Diploma or equivalent and three (3) years’ experience in the financial services industry.
• Associates and/or Bachelor’s Degree Preferred but not required.

Responsibilities

• Address account-level issues through inbound phone calls, ensuring a positive client experience.
• Provide a positive client experience to clients who contact Investment Central through inbound and outbound phone calls and electronic communications.
• Collaborate with other home office departments to resolve client account issues.
• Proactively reach out to clients to address important matters related to their accounts and to follow up on other items.
• Execute client-directed trades across various asset types, including mutual funds, fixed income, and stocks.
• Regularly handle client-directed transactions such as ACH transfers, wire transactions, and journal requests.

Skills

Call center

Securities trading

Customer service

Time management

Education

High School Diploma or equivalent

Associates/Bachelor's Degree preferred

Job description

Raymond James, Inc. seeks a Service Associate with Series 7 & 63 to support clients via Investment Central. The role centers on delivering a Service 1st client experience, handling inbound calls, trades, and account processing with accuracy and compliance.

You will work with home office departments to resolve issues, proactively communicate updates, and maintain professional standards in a fast-paced environment. A HS diploma and FINRA licenses are required.