Client Experience Champion for Financial Advisors
Remote / Online - Candidates ideally in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-08-11
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a Service Champion to handle orders, inquiries and escalating issues for independent RIAs and introducing broker dealers on the custodian and clearing services platform.
You will serve as the primary contact and coordinate with home office teams to resolve complex account problems while maintaining service excellence. Under minimal supervision, you will educate clients on tools and processes, present at visits, and ensure timely follow-up on action items.
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