Branch Service Advisor | Financial Licensing Required

Raymond James Financial, Inc.
📍 Memphis, TN, United States 💼 Full-time 🕒 Posted July 04, 2026

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...

Ready to Apply?

Submit your application today and join our talented team at Raymond James Financial, Inc..

Submit Application

Job Details

  • Location Memphis, TN
  • Job Type Full-time
  • Category other-general
  • Posted Date July 04, 2026
  • Application Deadline July 09, 2026