Hybrid Customer Account Specialist

Raymond James Financial; Honolulu (HI); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Raymond James Financial in Saint Petersburg, FL, is seeking a call center associate to serve as the liaison between branches and the home office. This role supports account reviews, updates, servicing, and adherence to procedures to protect clients and the firm.

The position operates under a hybrid schedule, requiring 2-3 days in the office, and involves monitoring activity, training peers, and maintaining regulatory-compliant records while delivering high‑quality service.

Qualifications

• Knowledge of: relevant word processing, database, spreadsheet, and email applications to create/edit documents, reports, and correspondence.
• Skill in: verbal and written communication to interact with management and counterparts at other firms.
• Ability to: project a professional demeanor and work independently under stress.

Responsibilities

• Answers escalated calls and questions regarding accounts.
• Works with Branch personnel to understand and resolve complicated problems and requests.
• Review all margin agreements for required information.
• Review, maintain, and service all customer account records in compliance with regulatory bodies and procedures.
• Assists with training and development of less experienced associates.
• Analyzes cash and margin accounts daily; issues and tracks necessary calls, files extensions, and sends mailgrams.
• Informs on high-risk accounts and potential problems.
• May perform other duties as assigned.

Skills

Customer service

Call center

Financial accounts

Communication

Regulatory compliance

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Raymond James Financial in Saint Petersburg, FL, is seeking a call center associate to serve as the liaison between branches and the home office. This role supports account reviews, updates, servicing, and adherence to procedures to protect clients and the firm.

The position operates under a hybrid schedule, requiring 2-3 days in the office, and involves monitoring activity, training peers, and maintaining regulatory-compliant records while delivering high‑quality service.