Service Advisor

Raymond James•Saint Petersburg, FL

17d•Hybrid

About The Position

Leverages specialized knowledge and skills gained through experience, training, and/or certification to provide exceptional service to independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform. Job Description Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications. Assist with various requests for information, referring more complex matters to colleagues. Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education. Carry out standard customer service activities and handle simple customer inquiries. Partners effectively with other members of the Service team in supporting client requests. Enter data into company systems, and review and verify the information to ensure accuracy and accessibility. Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction. Act as a systems liaison, helping clients navigate and utilize various internal platforms by directing them to the appropriate tools and resources. Works closely with other teams within RCS to enhance current processes Provide support to team mates and management as assigned. Perform additional duties and responsibilities as assigned Knowledge of Proficient in Microsoft Excel Various account types and general industry operations. Preferred: Familiarity with Raymond James back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry—or the ability to quickly learn and adapt to these platforms. Skilled in Works under supervision to meet high customer service standards. Demonstrate organizational and time management skills with the ability to prioritize tasks, manage multiple responsibilities, and meet tight deadlines. Proficient in operating standard office equipment and utilizing essential software applications to create professional correspondence, presentations, emails, and spreadsheets. Uses clear and effective verbal communications skills. Strong attention to detail to ensure high-quality output without compromising efficiency or workflow. Proven ability to follow through on tasks to ensure timely resolution and completion. Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Ability to Deliver exceptional customer service with professionalism, courtesy, and composure in all interactions. Build and maintain effective working relationships across varied levels of the organization. Effectively organize, track multiple tasks, and shift priorities in a fast-paced environment. Perform well under pressure, maintaining productivity and focus during periods of high workload and tight deadlines. Efficiently multitask across various functions and responsibilities daily. Work independently while also contributing collaboratively within a team setting. Develop knowledge and understanding of the organization's policies and procedures. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Proficient in Microsoft Excel
Various account types and general industry operations.
Works under supervision to meet high customer service standards.
Demonstrate organizational and time management skills with the ability to prioritize tasks, manage multiple responsibilities, and meet tight deadlines.
Proficient in operating standard office equipment and utilizing essential software applications to create professional correspondence, presentations, emails, and spreadsheets.
Uses clear and effective verbal communications skills.
Strong attention to detail to ensure high-quality output without compromising efficiency or workflow.
Proven ability to follow through on tasks to ensure timely resolution and completion.
Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
Deliver exceptional customer service with professionalism, courtesy, and composure in all interactions.
Build and maintain effective working relationships across varied levels of the organization.
Effectively organize, track multiple tasks, and shift priorities in a fast-paced environment.
Perform well under pressure, maintaining productivity and focus during periods of high workload and tight deadlines.
Efficiently multitask across various functions and responsibilities daily.
Work independently while also contributing collaboratively within a team setting.
Develop knowledge and understanding of the organization's policies and procedures.
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
General Experience - 4 to 6 months

Nice To Haves

Familiarity with Raymond James back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry—or the ability to quickly learn and adapt to these platforms.

Responsibilities

Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications.
Assist with various requests for information, referring more complex matters to colleagues.
Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education.
Carry out standard customer service activities and handle simple customer inquiries.
Partners effectively with other members of the Service team in supporting client requests.
Enter data into company systems, and review and verify the information to ensure accuracy and accessibility.
Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction.
Act as a systems liaison, helping clients navigate and utilize various internal platforms by directing them to the appropriate tools and resources.
Works closely with other teams within RCS to enhance current processes
Provide support to team mates and management as assigned.
Perform additional duties and responsibilities as assigned