Remote Annuities & Client Services Advisor
Raymond James
A complete application in a minute — tailored resume and cover letter, ready to send.
Job summary
Raymond James is seeking a skilled Investment Central associate to provide high-quality client service and support across annuity products. The role combines advisory insight and back-office coordination to deliver accurate information and timely processing for clients and financial advisors.
Under supervision, you will review applications, coordinate with carriers, and educate clients on asset allocation and policy details, ensuring compliance and client satisfaction in a fast-paced team
Job description
Raymond James is seeking a skilled Investment Central associate to provide high-quality client service and support across annuity products. The role combines advisory insight and back-office coordination to deliver accurate information and timely processing for clients and financial advisors.
Under supervision, you will review applications, coordinate with carriers, and educate clients on asset allocation and policy details, ensuring compliance and client satisfaction in a fast-paced team
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
