Advisor Services Specialist - AMS

Raymond James • Memphis, TN

5d

About The Position

Under limited supervision, use advanced knowledge and skills obtained through experience and/or training to support the Advisor Services team and leadership. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Serves as a resource for others in resolving complex problems and issues. Extensive contact with internal and external customers is required to identify, research, and resolve problems.

Requirements

• Investment concepts, practices and procedures used in the securities industry.
• Front-end system used in assigned functional area and its relationship with account history.
• Basic analytical skills: identify relationships, draw logical conclusions and interpret results for use in decision-making
• Personal resilience while providing high-level customer service to both internal and external clients.
• Problem solving sufficiently to effectively analyze, research and resolve inquiries and issues in a timely manner
• Handling a high-volume phone system
• Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.
• Lead the work of others and provide training and mentoring
• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities
• Read, interpret, analyze and apply knowledge to solve problems
• Communicate effectively, both orally and in writing with associates and internal and external customers
• Work independently as well as collaboratively within a team environment
• Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner
• Interpret and apply policies and identify and recommend changes as appropriate
• Establish and maintain effective working relationships at all levels of the organization
• Associate's degree and/or 5+ years relevant experience OR Any equivalent combination of experience, education and/or training approved by Human Resources.

Responsibilities

• Leads the work of others and provides training of new hires and mentoring to other associates
• Contacts internal and external customers to resolve issues/concerns
• Assists with updating department policies and procedures
• Serves as a backup and communicates to Supervisor and Operations Manager of issues
• Offers additional support in phone queue as volume dictates
• Assists with performing quality control audits for various team functions
• Performs other duties, responsibilities, and projects assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees