π Local Job Near You
Service Advisor
Raymond James Financial, Inc.
π
Saint Petersburg, United States
Location
Saint Petersburg
Posted
June 15, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
+ Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clientsβ accounts, operations processes and technology applications; follows all the way through resolution and final communications.
+ Assist with various requests for information, referring more complex matters to colleagues.
+ Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Partners effectively with other members of the Service team in supporting client requests.
+ Enter data into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction.
+ Act as a systems liaison, helping clients navigate and utilize various inte...
+ Assist with various requests for information, referring more complex matters to colleagues.
+ Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Partners effectively with other members of the Service team in supporting client requests.
+ Enter data into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction.
+ Act as a systems liaison, helping clients navigate and utilize various inte...