Service Associate – Series 7, 63 Required

🔥 55 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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 • 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

🎯 Requirements

• 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

🏖️ Benefits

• 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

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume