Customer Account Associate | St. Petersburg, Fl

Raymond James

St. Petersburg, FL, USA
Hybrid
Dynamic call center environment
Reviewing and updating client accounts
Monitoring account activity
In a dynamic call center environment, the Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support

Job Summary

  • In a dynamic call center environment, the Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.
  • The associate actively monitors account activity to safeguard the interests of clients, Financial Advisors (FAs), and the Firm.
  • 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.

Matching Summary

In a dynamic call center environment, the Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.

Skills & Requirements

Must-have

  • Dynamic call center environment
  • Reviewing and updating client accounts
  • Monitoring account activity
  • Resolving escalated issues
  • Accurate record maintenance
  • High customer service standards

Nice-to-have

  • Hybrid-friendly schedule
  • Mentoring less experienced colleagues
  • Positive customer interactions
  • Client-first guiding behavior

Key Requirements

  • 13 months to 3 years general experience
  • High School (HS) education required

Work Rights

Not specified

Tailored Resume

Cover Letter