Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Assists less experienced liaisons in their training and development. Monitors reports related to account issues, maintains accurate record keeping to meet Exchange and Firm requirements; notifies FA on actions concerning client accounts.
Essential Duties and Responsibilities:
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
~or~
Licenses/Certifications:
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Operations
Primary Location US-MI-Southfield-Southfield
Organization Operations & Administration
Schedule Full-time
Shift Day Job
Travel No
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