Customer Service Representative

Customer Service Representative

Raymond James, with over 60 years of distinguished history and recognized excellence in the Financial Services industry, is seeking a motivated, detail-oriented, and creative problem solver to join our team as a Customer Service Representative. This role provides high-quality administrative support to Financial Advisors, prospective and current clients, and branch staff members.

Main Responsibilities:

• Manages a high volume of daily interactions, handling basic inquiries and scheduling meetings with prospective and existing clients via phone, in-person, virtual, and mail channels.
• Supports Financial Advisors and branch staff both independently and collaboratively within a dynamic team environment.
• Processes client financial transactions and accurately documents advisor/branch expenses and reports while maintaining organization and precision.
• Assists in opening new client accounts and researching client and security information using internal databases and technology.
• Ensures client paperwork and documentation comply with firm and industry standards; follows up to guarantee accuracy and completion.
• Drafts correspondence, records, and assessments to enhance client service and engagement.
• Generates concise business reports and customized client summaries for advisor review.
• Maintains and updates records and files using Client Relationship Management (CRM) software.
• Supports Financial Advisors’ marketing efforts, including organizing seminars and client-focused events.
• Inputs orders under the direction of the Financial Advisor.
• Participates in training, cross-training, and professional development programs to stay current on company and industry policies.
• Performs additional duties as assigned.

Knowledge Of:

• Company structure, guidelines, mission, and strategies.
• Standard office procedures, routines, and best practices.
• Investment principles, procedures, and strategies relevant to the securities industry.
• Financial markets, range of financial products, and regulatory frameworks governing the industry.

Skills In:

• CRM and contact management systems for maintaining detailed customer interaction records.
• Microsoft Excel for organizing data, generating reports, and performing analysis.
• Effective communication across in-person, virtual, phone, and written channels.
• Operating standard office equipment and required software applications.
• Analyzing and reviewing account information thoroughly.
• Managing multiple responsibilities with shifting priorities in a fast-paced environment.
• Identifying time-sensitive issues and prioritizing conflicting demands effectively.
• Proactive follow-up to resolve errors and concerns efficiently.
• Maintaining professionalism and excellent customer service under stress.
• Problem-solving efficiently to achieve effective outcomes.
• Applying mathematical techniques to process account and transaction information.
• Facilitating communication across all organizational levels to enhance collaboration.
• Executing tasks independently and collaboratively within a team.

Ability To:

• Perform responsibilities autonomously and as a team member.
• Maintain continuous focus on delivering high-quality customer service.

Qualifications and Experience:

A high school diploma or equivalent is required. Preference is given to candidates with one or more years of experience in the securities industry or a related field, or an equivalent combination of education, experience, and/or training approved by Human Resources.

About Raymond James:

Team members follow five guiding behaviors—Develop, Collaborate, Decide, Deliver, Improve—to embody the firm’s values of client focus, integrity, independence, and a prudent, long-term approach.

Employees are expected to grow professionally, collaborate effectively, make client-centered decisions, take ownership of outcomes, and contribute to the ongoing development of the firm.

Raymond James fosters a people-centric culture, valuing and respecting the individuality, backgrounds, and diverse experiences of all employees. As an equal opportunity employer, recruitment decisions are based on merit and business needs.

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