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Service Champion at Raymond James - ApplyBlast

Service Champion

Raymond James

3 months ago

Saint Petersburg, Florida, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Service Champion acts as the dedicated point of contact for assigned independent registered investment advisors and introducing broker dealers, handling escalated client issues, product inquiries, and technology applications. The role involves researching and resolving complex problems, providing high‑level customer service, and supporting client education on new tools and processes.

Responsibilities

Act as liaison between home office departments and clients to resolve escalated issues
Own resolution of client requests and complex account problems
Provide training and educate clients on Raymond James platform tools
Prepare and present at Home Office Visits for prospective clients
Document client interactions and track workflow in databases