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Mrci Client Directed Services Jobs in Florida (NOW HIRING)

Arctiq, Inc.

Client Director

Orlando, FL · On-site

$80K/yr

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq, Inc.

Client Director

Orlando, FL

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq

Client Director

Miami, FL · On-site

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq, Inc.

Client Director

Tampa, FL · On-site

$80K/yr

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

CloudKettle Inc

Director, Client Services

Tampa, FL · On-site

$250K - $300K/yr

Director, Client Services Location: Remote within the United States Compensation: USD $250,000 - $300,000 OTE (50% Base / 50% Performance) Travel: Up to 25% to client sites The Work Are you an ...

Ateko

Director, Client Services

Tampa, FL · On-site

$250 - $300/hr

US$250,000.00 To US$300,000.00 Annually Director, Client Services Location: Remote within the United States Compensation: USD $250,000 - $300,000 OTE (50% Base / 50% Performance) Travel: Up to 25% to ...

CloudKettle Inc.

Director, Client Services

Tampa, FL · On-site

$250 - $300/hr

US$250,000.00 To US$300,000.00 Annually Director, Client Services Location: Remote within the United States Compensation: USD $250,000 - $300,000 OTE (50% Base / 50% Performance) Travel: Up to 25% to ...

Arctiq, Inc.

Client Director

Miami, FL · On-site

$80K/yr

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq, Inc.

Client Director

Tampa, FL

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq

Client Director

Tampa, FL · On-site

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq

Client Director

Orlando, FL · On-site

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Arctiq, Inc.

Client Director

Miami, FL

Arctiq is a global, intelligence-driven technology services company delivering professional and ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...

Blossom

Director of Client Services

FL · On-site +1

$120K - $130K/yr

The Director, Client Services leads Blossom's client-facing delivery organization across all product lines - Core, Digital, Cards, AI, and Hardware. The area comprises three functions: Implementation ...

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All JobsMrci Client Directed Services JobsMrci Client Directed Services Jobs in Florida

Mrci Client Directed Services information

What is the difference between Mrci Client Directed Services vs Mrci Service Coordinator?

AspectMrci Client Directed ServicesMrci Service Coordinator
CredentialsTypically requires certification in case management or related fieldsRequires similar certifications, often including case management or social work credentials
Work EnvironmentProvides direct support to clients in community or home settingsCoordinates services, manages client plans, and liaises with providers
Employer & Industry UsageUsed by agencies offering personalized client services in healthcare and social servicesCommonly employed by organizations managing client care plans and service delivery

Mrci Client Directed Services focuses on delivering direct, personalized support to clients, while Mrci Service Coordinator primarily manages and coordinates these services. Both roles require similar credentials and operate within the social services and healthcare industries, but their core functions differ: one provides direct assistance, the other oversees service delivery.

What are popular job titles related to Mrci Client Directed Services jobs in Florida?

For Mrci Client Directed Services jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Mrci Client Directed Services jobs in Florida look for?

The top searched job categories for Mrci Client Directed Services jobs in Florida are:

What cities in Florida are hiring for Mrci Client Directed Services jobs?

Cities in Florida with the most Mrci Client Directed Services job openings:

Mrci Client Directed Services jobs near you
Infographic showing various Mrci Client Directed Services job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Service Associate - Series 7 & 63 Required

Raymondjames

Saint Petersburg, FL • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Job Description Summary

Job Description

Investment Central, a specialized department at the Raymond James home office, is dedicated to providing exceptional service to Raymond James' clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches. As a licensed Service Associate, you will play a crucial role in our branch, serving as the initial point of contact for our clients. Your expertise in customer service, securities trading, and problem-solving will enable you to deliver superior service to our valued clients. At Investment Central, you will not have a sales goal rather we want you to focus on delivering a Service 1st client experience.

Essential Duties and Responsibilities

  • Service 1st Client Experience:Address account-level issues through inbound phone calls, ensuring a positive client experience.

  • Provide a positive client experience to clients who contact Investment Central through inbound and outbound phone calls and electronic communications.

  • Collaboration:Work closely with other home office departments to resolve client account issues.

  • Proactive Client Communication:Reach out to clients proactively to address important matters related to their accounts and to follow up on other items.

  • Trade Execution:Execute client-directed trades across various asset types, including mutual funds, fixed income, and stocks.

  • Transaction Processing:Regularly handle client-directed transactions such as ACH transfers, wire transactions, and journal requests.

  • Account Variety:Manage a diverse range of accounts, including trust accounts, estate accounts, and entity accounts.

  • Code of Business Conduct & Ethics:Uphold a high level of integrity and compliance with Raymond James' Code of Business & Ethics.

What does a typical day look like for a Service Associate?

  • You will receive inbound customer inquires through our call center and through email to assist clients on requests ranging from basic account updates to placing complicated trades to withdrawal requests.

  • You will be assigned additional tasks requiring you to contact clients to address items such as rejected document submissions, documents due requests, AML inquiries, etc.

  • You will help monitor and respond to back-office alerts in our departmental inbox.

  • You will review and process account terminations promptly.


Knowledge of:

  • Call center best practices

  • Account types and industry operations in general.

  • Securities Trading

  • Inheritance Case processing

Skill in:

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

  • Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.

  • Detail orientation to ensure quality standards are met without impairing workflow.

  • Follow-up to ensure resolution and completion of tasks.


Ability to:

  • Provide a high level of customer service in a calm, courteous and professional manner.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Use effective oral and written communication skills sufficient to communicate and interact effectively with clients and home office.

  • Constructively work under stress and pressure when faced with high workloads and deadlines.

  • Work independently as well as collaboratively within a team environment.


Educational/Previous Experience Requirements

  • High School Diploma or equivalent and three (3) years' experience in the financial services industry, preferably including related service experience.

  • Associates and/or Bachelor's Degree Preferred but not required.


Licenses/Certifications

  • SIE required provided that an exemption or grandfathering cannot be applied.

  • Series 7 and 63 licensing required.

Education

High School (HS)

Work Experience

General Experience - 13 months to 3 years

Certifications

s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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