Branch Service Advisor | Financial Licensing Required
Raymond James Financial, Inc.
Job Description
**Schedule(s):**
+ Monday - Friday 8:00 am to 5:00 pm CT (9:00 am to 6:00 pm ET)
+ Monday - Friday 10:00 am to 7:00 pm CT (11:00 am to 8:00 pm ET)
**Responsibilities** :
+ Provide advanced product/service information and respond to complex customer questions about the product/service.
+ Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
+ Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
+ Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
+ Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business dev...
+ Monday - Friday 8:00 am to 5:00 pm CT (9:00 am to 6:00 pm ET)
+ Monday - Friday 10:00 am to 7:00 pm CT (11:00 am to 8:00 pm ET)
**Responsibilities** :
+ Provide advanced product/service information and respond to complex customer questions about the product/service.
+ Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
+ Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
+ Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
+ Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business dev...