Branch Service Advisor | Financial Licensing | CST​/EST

Branch Service Advisor | Financial Licensing Required | 10am-7pm CST / 11am-8pm EST

This hybrid-friendly role meets in the corporate office in Memphis, TN for three days each week (about 12 days per month). You will 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. You will maintain strong, ongoing relationships with FAs and internal partners, acting as a trusted liaison between branches and operational units.

• Provide advanced product/service information and respond to complex customer questions.
• Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams.
• Respond promptly to advanced issue escalations and provide managerial approvals as required.
• Make calls (telephone or in‑person) to allocated customers to develop new relationships; act as first point of contact for resolving customer queries and complaints.
• Schedule follow‑up actions and enter relevant information into the CRM system after each customer contact to create a call plan and ensure quality data for customer retention and business development.
• Interview customers using a complex multilevel sales script to clarify requirements or assist in conducting interviews with potential customers, making detailed notes.
• Provide exceptional service to customers to encourage continued use of the organization's products/services.
• Develop knowledge of the organization's policies, procedures, regulatory codes, and codes of conduct; obtain authorization for any exceptions from mandatory procedure.
• Develop your own capabilities through assessment and development activities, formal and informal training, coaching, and ongoing education.

• Leverage digital communication (email, text, chat, social media) to create positive customer moments without supervision.
• Navigate customer conversations using the four parts of a service conversation: open, learn, reply, close.
• Handle frustrated or unhappy customers and maintain a positive interaction.
• Build and strengthen relationships to meet personal customer needs.
• Orient team around delivering key customer needs and recognize sales opportunities during service interactions.
• Explore problems, draw implications, and help clients self‑discover the value of a solution.
• Propose mutually agreed agendas for sales conversations that provide client value.
• Establish trust, identify buying influences, acknowledge client circumstances, and articulate why a client wants or does not want change based on business objectives.

• SIE required prior to start (no exemption or grandfathering).
• Series 7 license required or obtainable within six (6) months.
• Series 63 (or 66) license required or obtainable within six (6) months.
• Agent – FINRA (AG), Gen Sec Rep – FINRA (GS), Securities Industry Essentials Exam (SIE) – FINRA.

High School (HS) – Required.

General experience: 13 months to 3 years.

Less than 25 %.

Hybrid.

Entry level.

Full‑time.

Other.

• Grow professionally and inspire others.
• 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 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. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.