Service Advisor, RCS

Leverages specialized knowledge and skills gained through experience, training, and/or certification to provide exceptional service to independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform.

Responsibilities

Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications; Assists with various requests for information, referring more complex matters to colleagues; Answers the telephone and assists callers or those making varied inquiries by email with requests for information, assistance or education; Carries out standard customer service activities and handles simple customer inquiries; Partners effectively with other members of the Service team in supporting client requests; Enters data into company systems, and reviews and verifies the information to ensure accuracy and accessibility; Proactively follows up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction; Acts as a systems liaison, helping clients navigate and utilize various internal platforms by directing them to the appropriate tools and resources; Works closely with other teams within RCS to enhance current processes; Provides support to teammates and management as assigned; Performs additional duties and responsibilities as assigned

Requirements

Bachelor's degree in a related field or an equivalent combination of education and work experience; Three (3) or more years’ experience in financial services / operations; Proficient in Microsoft Excel; Knowledge of various account types and general industry operations; Works under supervision to meet high customer service standards; Demonstrates organizational and time management skills with the ability to prioritize tasks, manage multiple responsibilities, and meet tight deadlines; Proficient in operating standard office equipment and utilizing essential software applications to create professional correspondence, presentations, emails, and spreadsheets; Uses clear and effective verbal communications skills; Strong attention to detail to ensure high-quality output without compromising efficiency or workflow; Proven ability to follow through on tasks to ensure timely resolution and completion; Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability; Ability to deliver exceptional customer service with professionalism, courtesy, and composure in all interactions; Ability to build and maintain effective working relationships across varied levels of the organization; Ability to effectively organize, track multiple tasks, and shift priorities in a fast-paced environment; Ability to perform well under pressure, maintaining productivity and focus during periods of high workload and tight deadlines; Ability to efficiently multitask across various functions and responsibilities daily; Ability to work independently while also contributing collaboratively within a team setting; Ability to develop knowledge and understanding of the organization's policies and procedures

Nice to have

Familiarity with Raymond James back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry, or the ability to quickly learn and adapt to these platforms; SIE license; Series 7 license; Series 63/65 or 66 license

Benefits

Medical, dental, and vision insurance; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave; additional compensation (cash or equity); discretionary bonuses; commissions