Branch Service Advisor | Financial Licensing Required

Job Description 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. Maintain strong ongoing relationships with FAs and internal partners acting as a trusted liaison between branches and operational units

Job Description

• Provide advanced product/service information and respond to complex customer questions about the product/service.

• Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.

• Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.

• Make calls (by telephone or video call) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.

• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

• Interview the customer following a complex multilevel sales script to clarify the customers requirements or assist in conducting interviews with potential customers making detailed notes to collect client requirements.

• Provide exceptional service to customers to encourage continued use of the organizations products/services.

• Develop knowledge and understanding of the organizations policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology external regulation and industry best practices through ongoing education attending conferences and reading specialist media.

Skills:

• Works with full competence to leverage digital communication (email text chat social media) to create positive defining moments for customers. Typically works without supervision and may provide technical guidance.

• Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open learn reply and close. Typically works without supervision and may provide technical guidance.

• Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.

• Works with full competence to connect with customers to strengthen the relationship meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.

• Works with guidance (but not constant supervision) toorient the sellers organization around delivering to the key needs of their customers.

• Works with full competence to make every customer interaction positive by leaving the customer feeling understood appreciated and confident in the organizations ability. Typically works without supervision and may provide technical guidance.

• Works with guidance (but not constant supervision) toexplore the depth and breadth of a problem draw out the implications of not changing and help clients self-discover and articulate the value of a solution.

• Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.

• Works with guidance (but not constant supervision)to quickly and effectively establish trust within the buying centers in the clients organization.

• Works with guidance (but not constant supervision)to accurately identify and understand the key buying influences pertaining to an opportunity.

• Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference.

• Works with guidance (but not constant supervision) toarticulate why a client does or does not want a change based on their business objectives and challenges.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

AG - Agent - Financial Industry Regulatory Authority (FINRA) GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.