Branch Service Advisor | Financial Licensing Required

Chartwell Investment Partners

Memphis, TN, US
Remote
High-touch support
Process fa requests
Resolve inquiries
Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency

Job Summary

  • Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency.
  • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
  • 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

Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency.

Skills & Requirements

Must-have

  • High-touch support
  • Process FA requests
  • Resolve inquiries
  • Maintain relationships with FAs

Nice-to-have

  • Leverage digital communication
  • Navigate customer conversations
  • Connect with customers
  • Recognize sales opportunities

Key Requirements

  • SIE required
  • Series 7 License required
  • Series 63 (or 66) License required
  • High School diploma
  • 13 months to 3 years of experience

Work Rights

Not specified

Tailored Resume

Cover Letter