Service Advisor, RCS

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

Job Description Summary

Leverages specialized knowledge and skills gained through experience, training, and/or certification to provide exceptional service to independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform.

Job Description

• HOURS: 9AM - 6PM

• Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications.

• Assist with various requests for information, referring more complex matters to colleagues.

• Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education.

• Carry out standard customer service activities and handle simple customer inquiries.

• Partners effectively with other members of the Service team in supporting client requests.

• Enter data into company systems, and review and verify the information to ensure accuracy and accessibility.

• Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction.

• Act as a systems liaison, helping clients navigate and utilize various internal platforms by directing them to the appropriate tools and resources.

• Works closely with other teams within RCS to enhance current processes

• Provide support to team mates and management as assigned.

• Perform additional duties and responsibilities as assigned

Knowledge of

• Proficient in Microsoft Excel

• Various account types and general industry operations.

• Preferred: Familiarity with Raymond James back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry—or the ability to quickly learn and adapt to these platforms.

Skilled in

• Works under supervision to meet high customer service standards.

• Demonstrate organizational and time management skills with the ability to prioritize tasks, manage multiple responsibilities, and meet tight deadlines.

• Proficient in operating standard office equipment and utilizing essential software applications to create professional correspondence, presentations, emails, and spreadsheets.

• Uses clear and effective verbal communications skills.

• Strong attention to detail to ensure high-quality output without compromising efficiency or workflow.

• Proven ability to follow through on tasks to ensure timely resolution and completion.

• Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization’s ability.

Ability to

• Deliver exceptional customer service with professionalism, courtesy, and composure in all interactions.

• Build and maintain effective working relationships across varied levels of the organization.

• Effectively organize, track multiple tasks, and shift priorities in a fast-paced environment.

• Perform well under pressure, maintaining productivity and focus during periods of high workload and tight deadlines.

• Efficiently multitask across various functions and responsibilities daily.

• Work independently while also contributing collaboratively within a team setting.

• Develop knowledge and understanding of the organization’s policies and procedures.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

• medical
• dental
• vision
• life insurance
• critical illness insurance
• accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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