Service Associate – Series 7, 63 Required

🔥 13 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Associate

🚫👨‍🎓 No degree required

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Address account-level issues through inbound phone calls, ensuring a positive client experience. • Provide a positive client experience to clients who contact Investment Central through inbound and outbound phone calls and electronic communications. • Work closely with other home office departments to resolve client account issues. • Reach out to clients proactively to address important matters related to their accounts and to follow up on other items. • Execute client-directed trades across various asset types, including mutual funds, fixed income, and stocks. • Regularly handle client-directed transactions such as ACH transfers, wire transactions, and journal requests. • Manage a diverse range of accounts, including trust accounts, estate accounts, and entity accounts. • Execute trades based on verbal instructions. • Perform Mass Moves (entire book of business transfers) for Transitioning and Terminated Financial Advisors. • Perform other duties and responsibilities as assigned.

🎯 Requirements

• High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience. • Associates and/or Bachelor’s Degree Preferred but not required. • An equivalent combination of experience, education, and/or training as approved by Human Resources. • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 and 63 licenses required.

🏖️ Benefits

• 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