About this role
Service Advisor at Raymond James. Location: Saint Petersburg, Florida, United States. Role: Resolve requests, Data entry, Research issues Requirements: Deliver exceptional client service; research and resolve account-related requests; data entry; proficiency in Excel; familiarity with back-office systems preferred. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, COB, Relationship Management Center, Reports Center, Alerts Portal, Consolidated Order Entry Commitment: Full Time Workplace: Hybrid Languages: English