Join the team that supports Raymond James’ Capital Access cash management product, providing clients with secure and convenient features
Job Summary
Join the team that supports Raymond James’ Capital Access cash management product, providing clients with secure and convenient features.
This position follows a hybrid-friendly schedule with 3 in-office days per week in St. Petersburg, FL, and requires one shift per week from 11am-8pm or 10am-7pm ET.
Success looks like high client and advisor satisfaction, accurate and timely case resolution, strong communication, and positive collaboration.
Matching Summary
Join the team that supports Raymond James’ Capital Access cash management product, providing clients with secure and convenient features.
Skills & Requirements
Must-have
Client support and issue resolution
Advisor and internal partner support
Data and systems accuracy
Compliance and quality adherence
Hybrid work schedule
Nice-to-have
Problem-solving and relationship building
Continuous improvement and knowledge sharing
Team-oriented and coachable attitude
Key Requirements
1-2+ years customer service or operations experience