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Raymond James · 3 hours ago

Branch Service Advisor | Financial Licensing Required | 10am-7pm CST/ 11am-8pm EST

Memphis, TN

Full-time

Hybrid

Entry, Mid Level

1+ years exp

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

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

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

Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required

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

Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities

Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements

Provide exceptional service to customers to encourage continued use of the organization's products/services

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

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media