Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Job Summary:
Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FAs), and the client by enforcing collection procedures, policies, and regulations and monitoring activity in accounts while providing superior service. Assists less experienced liaisons in their training and development. Monitors reports related to account issues, maintains accurate record keeping to meet Exchange and Firm requirements, and notifies FA on actions concerning client accounts.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
~or~
Licenses/Certifications:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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