Service Associate - Series 7 & 63 Required

Raymond James

Hybrid
Customer service expertise
Securities trading knowledge
Problem-solving skills
As a licensed Service Associate, you will be the initial point of contact for clients

Job Summary

  • As a licensed Service Associate, you will be the initial point of contact for clients.
  • Your role focuses on delivering a Service 1st client experience without sales goals.
  • You will collaborate with various departments to resolve client account issues.

Matching Summary

As a licensed Service Associate, you will be the initial point of contact for clients.

Skills & Requirements

Must-have

  • Customer service expertise
  • Securities trading knowledge
  • Problem-solving skills

Nice-to-have

  • Effective communication skills
  • Ability to work under pressure
  • Team collaboration

Key Requirements

  • High School Diploma or equivalent
  • Three years of experience in financial services
  • Series 7 and 63 licensing required

Work Rights

Not specified

Tailored Resume

Cover Letter