Client Service Representative | Southfield, MI | 9am-6pm ET

6 days ago


Southfield, United States Raymond James Full time
Job Description

*

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our Southfield, MI Corporate Office.

Hours: Monday-Friday | 9am-6pm ET

  • Occasional weekend work (1 weekend day assigned every 6-7 weeks). This extra day will be considered and compensated as overtime. 
Job Summary:
Under general supervision, uses skills gained through training and experience to act as the point of contact to Raymond James clients. Associate will provide accurate and timely answers regarding the client’s accounts as well as research and resolve issues.  Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.    
Essential Duties and Responsibilities:
• Responds to inquiries or complaints received through phone calls or written correspondence concerning client accounts; follows the issue all the way through resolution and final communications.
• Conducts basic diagnoses of internet software/hardware to troubleshoot client connectivity problems.
• Documents, in detail, client communications in the call tracking system and accurately updates client personal information as appropriate.
• Researches, resolves and makes decisions regarding various inquiries for clients, Financial Advisors (FA’s) and associates within RJA and RJF.
• Determines best method to resolve problems to ensure customer satisfaction while adhering to company policies.
• Coordinates problem resolution with appropriate departments. 
• Advises Compliance or Sales Management of potential branch or client issues.
• Follows up, either verbally or in writing, to ensure customer satisfaction.
• Performs other duties and responsibilities as assigned. 

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