Financial Services Client Advisor (Hybrid)

Raymond James; Saint Petersburg (FL); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a hybrid customer service professional in Florida to act as a liaison between clients and internal departments. Responsibilities include resolving account-related inquiries, data entry, and guiding clients through internal platforms.

You will answer calls and emails, research complex requests, and collaborate with teams to improve processes while maintaining high service standards. A Bachelor's degree in accounting, business, or finance is preferred, with 4–6 months of

Qualifications

• Bachelor’s degree in accounting, business administration or finance.
• 4–6 months general experience in a professional setting.
• Proven ability to handle multiple inquiries and data entry accurately.

Responsibilities

• Act as liaison between home office departments and clients to research and resolve requests or issues.
• Assist with information requests, escalating complex matters as needed.
• Answer telephone and emails, providing information, assistance or education to clients.
• Perform standard customer service activities and handle simple inquiries.
• Enter data into company systems and verify accuracy for accessibility.
• Proactively follow up to confirm resolution and client satisfaction.
• Assist clients navigating internal platforms and tools as a systems liaison.
• Collaborate with other teams to enhance processes.
• Provide support to teammates and management as assigned.

Skills

Customer service

Data entry

Liaison

Communication

Microsoft Excel

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

COB

Relationship Management Center

Reports Center

Alerts Portal

Consolidated Order Entry

Job description

Raymond James is seeking a hybrid customer service professional in Florida to act as a liaison between clients and internal departments. Responsibilities include resolving account-related inquiries, data entry, and guiding clients through internal platforms.

You will answer calls and emails, research complex requests, and collaborate with teams to improve processes while maintaining high service standards. A Bachelor's degree in accounting, business, or finance is preferred, with 4–6 months of