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Raymond James · 1 day ago

Branch Service Advisor | Financial Licensing Required | Memphis, TN

Memphis, TN

Full-time

Hybrid

Entry, Mid Level

1+ years exp

Raymond James is a financial services firm that values flexibility and collaboration in the workplace. The Branch Service Advisor serves as a key contact within the Branch & Concierge Services team, providing high-touch support to Financial Advisors and maintaining strong relationships with internal partners.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure

Provide advanced product/service information and respond to complex customer questions about the product/service

Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required

Provide a quality service to clients. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving client problems