Branch Service Advisor | Financial Licensing Required

Raymond James

Memphis, TN, US
Hybrid
Financial licensing required
Experience in customer service
Ability to resolve complex inquiries
This position follows a hybrid-friendly schedule, allowing flexibility and collaboration. You will serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support. The role emphasizes developing strong relationships with financial advisors and internal partners to enhance service delivery

Job Summary

  • This position follows a hybrid-friendly schedule, allowing flexibility and collaboration. You will serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support. The role emphasizes developing strong relationships with financial advisors and internal partners to enhance service delivery.

Matching Summary

This position follows a hybrid-friendly schedule, allowing flexibility and collaboration. You will serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support. The role emphasizes developing strong relationships with financial advisors and internal partners to enhance service delivery.

Skills & Requirements

Must-have

  • Financial licensing required
  • Experience in customer service
  • Ability to resolve complex inquiries

Nice-to-have

  • Strong relationship-building skills
  • Ability to work in a hybrid environment
  • Proficient in digital communication

Key Requirements

  • SIE required prior to start
  • Series 7 and 63 licenses required
  • High school diploma required

Work Rights

Not specified

Tailored Resume

Cover Letter