Service Associate – Series 7, 63 Required

🕒 5 dias atrás

🐊 Florida – Remoto

🐊 Florida – Remote

⏰ Tempo Integral

🟡 Pleno

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• Aberta há 6 dias.
• As vagas desta empresa costumam ser preenchidas em 26 dias.
• Sem salário divulgado.

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Raymond James

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1962

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Raymond James é uma empresa global de serviços financeiros que oferece uma ampla gama de soluções de investimento, incluindo gestão de patrimônio, gestão de ativos e serviços de banco de investimento. A empresa se especializa em fornecer planejamento financeiro personalizado e consultoria de investimentos para indivíduos e instituições, com foco em planejamento de aposentadoria, gerenciamento de patrimônio e educação financeira. Apoiada por uma forte equipe de consultores financeiros e expertise na indústria, a Raymond James se compromete a ajudar os clientes a alcançarem seus objetivos financeiros por meio de serviços personalizados.

Descrição

• Address account-level issues through inbound phone calls • Provide client service through inbound and outbound phone calls and electronic communications • Collaborate with home office departments to resolve client account issues • Proactively contact clients about account matters and follow-up items • Execute client-directed trades involving mutual funds, fixed income, and stocks • Process ACH transfers, wire transactions, and journal requests • Manage trust, estate, and entity accounts • Uphold Raymond James’ Code of Business Conduct & Ethics • Assist clients with account updates, complicated trades, and withdrawal requests • Contact clients regarding rejected documents, document due requests, AML inquiries, and related matters • Monitor and respond to back-office alerts in the departmental inbox • Review and process account terminations promptly

🎯 Requisitos

• High School Diploma or equivalent • Three (3) years’ experience in the financial services industry, preferably including related service experience • SIE required provided that an exemption or grandfathering cannot be applied • Series 7 and 63 licensing required • Knowledge of call center best practices • Knowledge of account types and industry operations in general • Knowledge of securities trading • Knowledge of inheritance case processing • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines • Ability to operate standard office equipment and use required software applications • Detail orientation to ensure quality standards are met without impairing workflow • Follow-up skills to ensure resolution and completion of tasks • Ability to provide a high level of customer service in a calm, courteous, and professional manner • Ability to establish and maintain effective working relationships at all levels of the organization • Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities • Effective oral and written communication skills • Ability to work under stress and pressure when faced with high workloads and deadlines • Ability to work independently and collaboratively within a team environment

🏖️ Benefícios

• Benefits package may include medical, dental, and vision • Life insurance • Critical illness insurance and accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Remote workstyle • Less than 25% travel

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