Remote Client Service & Trade Specialist

130 Raymond James Financial Services, Inc.; Florida; Ibrido; USD 42.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision coverage

Life insurance

Disability benefits

Retirement savings plan

Paid time off and parental leave

Descrizione del lavoro

Raymond James Investment Central, a home office department, seeks a Service Associate to provide Service 1st client experience. You will handle inbound calls, process trades and account actions, and coordinate with other departments to resolve issues. A strong focus on service, integrity, and compliance is essential.

Requirements include a High School Diploma and 3+ years in financial services; SIE is required, with Series 7 and 63 licensing. Travel is <25% with a remote work option.

Competenze

• High School Diploma or equivalent required; 3+ years in financial services preferred.
• Licensing: SIE required; Series 7 and 63 licensing required.

Mansioni

• Serve as initial client contact, handling inbound calls and emails to resolve account issues.
• Execute client-directed trades across mutual funds, fixed income and stocks.
• Process transactions (ACH transfers, wires, journal requests) and monitor back-office alerts.
• Collaborate with home office departments to resolve client issues and maintain compliance.

Conoscenze

Call center

Securities trading

Customer service

AML inquiries

Problem solving

Formazione

High School Diploma or equivalent

Associate's or Bachelor's Degree preferred

Strumenti

FINRA licensing (SIE)

Series 7

Series 63

Descrizione del lavoro

Raymond James Investment Central, a home office department, seeks a Service Associate to provide Service 1st client experience. You will handle inbound calls, process trades and account actions, and coordinate with other departments to resolve issues. A strong focus on service, integrity, and compliance is essential.

Requirements include a High School Diploma and 3+ years in financial services; SIE is required, with Series 7 and 63 licensing. Travel is <25% with a remote work option.