Service Associate, 7 & 63 Required
Raymond James Financial, Inc. • Saint Petersburg, FL • Posted July 12, 2026
About the Role
Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist Home Office associates and their direct family members in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with clients via phone.
**Essential Duties and Responsibilities**
+ Acts as a liaison to Home Office associates and their direct family members to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications.
+ Determines best method to resolve issues to ensure client satisfaction and adherence to company policies.
+ Follows up, either verbally or in writing, to ensure client satisfaction.
+ Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs.
+ Addresse...
**Essential Duties and Responsibilities**
+ Acts as a liaison to Home Office associates and their direct family members to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications.
+ Determines best method to resolve issues to ensure client satisfaction and adherence to company policies.
+ Follows up, either verbally or in writing, to ensure client satisfaction.
+ Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs.
+ Addresse...