Hybrid Branch Service & Client Success Advisor

Raymond James & Associates; Memphis (TN); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Raymond James & Associates in Memphis, TN seeks a Client Service professional to act as a primary liaison for Financial Advisors and internal partners. The role emphasizes processing requests, resolving inquiries, and maintaining strong client relationships in a hybrid work environment.

Responsibilities include handling complex product questions, coordinating special orders, and ensuring CRM data quality. Licensing requirements (SIE, Series 7, and Series 63/66) are preferred, with in-office days

Qualifications

• Proficient in handling high-touch client interactions.
• Ability to respond to complex customer inquiries with professionalism.
• Knowledge of financial products and regulatory requirements is a plus.

Responsibilities

• Provide advanced product/service information to customers.
• Process custom orders and coordinate with delivery teams.
• Escalate and obtain approvals for complex issues as needed.
• Make calls to allocated customers to develop relationships.
• Enter call notes into CRM to support retention and business development.
• Follow interview script to clarify customer requirements.

Skills

Digital communication

Customer conversations

Relationship building

Sales conversations

Problem solving

Trust & empathy

Education

SIE certification

Series 7 license

Series 63/66 license

Job description

Raymond James & Associates in Memphis, TN seeks a Client Service professional to act as a primary liaison for Financial Advisors and internal partners. The role emphasizes processing requests, resolving inquiries, and maintaining strong client relationships in a hybrid work environment.

Responsibilities include handling complex product questions, coordinating special orders, and ensuring CRM data quality. Licensing requirements (SIE, Series 7, and Series 63/66) are preferred, with in-office days