Service Associate - Series 7 & 63 Required

Job description

Job Description Summary Job Description: Investment Central, a specialized department at the Raymond James home office, is dedicated to providing exceptional service to Raymond James’ clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches. As a licensed Service Associate, you will play a crucial role in our branch, serving as the initial point of contact for our clients. Your expertise in customer service, securities trading, and problem-solving will enable you to deliver superior service to our valued clients. At Investment Central, you will not have a sales goal rather we want you to focus on delivering a Service 1st client experience. Essential Duties and Responsibilities: Service 1st Client Experience: Address account-level issues through inbound phone calls, ensuring a positive client experience. Provide a positive client experience to clients who contact Investment Central through inbound and outbound phone calls and electronic communications. Collaboration: Work closely with other home office departments to resolve client account issues. Proactive Client Communication: Reach out to clients proactively to address imp...