Service Associate - Series 7 & 63 Required

**Job Summary**

Under general supervision, Investor Transition Solutions, a specialized department at the Raymond James home office, is dedicated to providing exceptional service to Raymond James’ clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches. Your expertise in customer service, securities trading, and problem-solving will enable you to deliver superior service to our valued clients. At Investor Transition Solutions, you will not have a sales goal rather we want you to focus on delivering a Service 1st client experience. Extensive contact with clients via phone.

**Essential Duties and Responsibilities**

+ **Service 1st Client Experience:** Address account-level issues through inbound phone calls, ensuring a positive client experience.
+ **Provide a positive client experience to clients who contact Investment Central through inbound and outbound phone calls and electronic communication...