Raymond James · 6 hours ago
Branch Service Advisor | Financial Licensing Required
Memphis, TN
Full-time
Hybrid
Entry, Mid Level
1+ years expRaymond James is a financial services firm that values flexibility and collaboration among its associates. The Branch Service Advisor role is crucial for providing high-touch support to financial advisors and ensuring customer satisfaction through effective problem resolution and relationship management.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
SIE required (prior to start) provided that an exemption or grandfathering cannot be applied
Series 7 License required, or ability to obtain within six (6) months
Series 63 (or 66) License required, or ability to obtain within six (6) months
High School (HS) (Required)
General Experience - 13 months to 3 years
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase