Branch Service Advisor | Financial Licensing Required

Raymond James•Memphis, TN

3d•Hybrid

About The Position

Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing financial advisor requests, resolving inquiries, and addressing service needs professionally and efficiently. Maintain ongoing relationships with financial advisors and internal partners, acting as a trusted liaison between branches and operational units. This hybrid role requires working in the Memphis, Tennessee corporate office three days per week. After training, the schedule is Monday through Friday, 10 a.m.–7 p.m. CST. During the first few months of training, the schedule is Monday through Friday, 8 a.m.–5 p.m. CST. Travel is less than 25%. The position requires the SIE before the start date unless an exemption or grandfathering applies. A Series 7 license and a Series 63 or 66 license are required, or must be obtained within six months. The role requires a completed high school education and 13 months to 3 years of general work experience. Total compensation includes base salary or wages and may include additional compensation, discretionary bonuses, or commissions. The benefits package may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off, including vacation, holidays, and sick leave; and parental leave. Eligibility and specific offerings may vary by position and employment status.

Requirements

Completed high school education or equivalent as stated in the posting.
13 months to 3 years of general work experience.
SIE certification required before starting unless an exemption or grandfathering applies.
Series 7 license required, or ability to obtain it within six months.
Series 63 or Series 66 license required, or ability to obtain it within six months.
Competence using digital communications, including email, text, chat, and social media, to create positive customer interactions.
Ability to guide customer conversations through opening, learning, replying, and closing.
Ability to handle conversations with frustrated or unhappy customers.
Ability to build customer relationships and provide positive customer experiences.
Ability to orient the seller's organization around customers' key needs.
Ability to explore client problems and their implications, help clients articulate the value of a solution, and propose mutually agreed-upon sales agendas.
Ability to establish trust with client buying centers and identify key buying influences.
Ability to understand client indifference and explain clients' motivations for or against change based on their business objectives and challenges.

Responsibilities

Provide advanced product and service information and respond to complex customer questions.
Record and process custom or special orders that require additional delivery resources, coordinating with relevant teams.
Respond promptly and appropriately to advanced escalations and provide managerial approvals when required.
Call allocated customers by telephone or video to develop new relationships.
Act as a first point of contact for customer queries and complaints.
Schedule follow-up actions and record relevant information in the CRM after customer contacts to support call planning, retention, and business development.
Interview customers using a complex multilevel sales script to clarify requirements, or assist with interviews of potential customers; take detailed notes on client requirements.
Provide exceptional service to encourage continued use of the organization's products and services.
Develop knowledge of organizational policies, procedures, regulatory codes, and codes of conduct, and ensure work adheres to them.
Obtain supervisor or manager authorization for exceptions to mandatory procedures.
Participate in assessment and development planning, training, and coaching to develop capabilities.
Maintain knowledge of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and specialist media.