Client Service Associate — Series 7 & 63 Licensed
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Raymond James Financial Services, Inc. is hiring a Service Associate for Investment Central, the home office branch that mirrors client-facing service in a typical Raymond James location.
You will act as the first contact for clients, handling inbound calls, emails, and trade requests with focus on a Service 1st experience. The role emphasizes accuracy, collaboration with other departments, and proactive client communications, while handling accounts including trusts and estates in a hybrid work
The following opportunity is for a Client Service Associate — Series 7 & 63 Licensed with 130 Raymond James Financial Services, Inc.
Join us at 130 Raymond James Financial Services, Inc. as our next Client Service Associate — Series 7 & 63 Licensed in Saint Petersburg, FL, United States.
We are currently recruiting a Client Service Associate — Series 7 & 63 Licensed for our team in Saint Petersburg, FL, United States.
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