See more Collapse

Client Service and Engagement Specialist Team Lead, RCS

1 month ago

St Petersburg, United States Raymond James Financial Incorporated Full time
Job Summary:

Under limited supervision, uses specialized knowledge and skills obtained through experience and/or training to assist with a variety of operational procedures and complex client needs. May assist with the overall management of the team, including collaborating with the Director of Service to identify opportunities for operational efficiency and productivity improvements and assisting with special projects. May train or lead the work of other associates or supervise routine work. Assist with developing business plans and procedures. Contact with internal and external customers will be required to identify, research, analyze and resolve problems. Monitors productivity and service levels using the various reports available. Provides comprehensive solutions to escalated issues. Self-starter that demonstrates a service first attitude with a focus on providing seamless client service and deepening client relationships.

Essential Duties and Responsibilities:

•Researches and provides resolution to advanced departmental and escalated client issues.

•Acts as an information source for associates and assists with training initiatives for existing associates, new associates, and clients alike.

•Assists team in developing client relationships and providing a high level of customer service.

•Assists Director in overseeing team morale and plans team building and recognition activities.

•Mentors and supports Service Advisors, contributing to or developing team resources.

•Works in cooperation with peers on establishing objectives and developing processes and procedures to ensure efficient and timely workflow with

special regards to service delivery, compliance, and risk factors for the firm.

•Establishes internal and external partnership opportunities, through analysis of business needs and relationships that may enhance success.

•Ensures appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc.

•Identifies opportunities or risks and implements process improvements.

•Effectively collaborates with Director to accomplish assigned goals, implement process/policy changes, and create a positive client experience.

•Collaborating with peers across the division, leads and oversees proactive client engagement touchpoints and outreach initiatives.

•Manages enablement within Service organization for cross-functional division initiatives.

•Effectively implements system or process changes and identifies and manages impact to team and clients.

•Special projects as assigned.

Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

•Advanced investment concepts, practices and procedures used in the securities industry.

•Fundamental operating processes and practices of a custody and clearing platform.

•Operations and systems of assigned functional area.

•Broad understanding of the different areas of Operation

•Financial markets and products.

Skill in:

•Identifying and resolving systematic and operational issues.

•Establishing operational objectives.

•Implementing processes and procedures for efficient and timely workflow.

•Analyzing operational processes and identifying opportunities for improvement.

•Promoting effective coordination between multiple work groups and functional areas.

•Strong verbal and written communication skills - equally effective in a formal or informal setting and various levels of the organization

at conveying key information and advocating position

•Cultivating and maintaining effective working relationships.

•Creative problem solving to meet client needs while managing business scale and risk.

Ability to:

•Lead the work of others and provide cross training, coaching and mentoring.

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

•Interpret and apply operational policies and procedures.

•Balance conflicting resource and priority demands.

•Read comprehend and apply business related information.

•Partner with other functional areas to accomplish objective

•Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed.

•Incorporate needs, wants, and goals from different business unit perspectives into operational processes.

•Communicate effectively both orally and in writing.

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

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

Educational/Previous Experience Requirements:

•Bachelor's degree in a related field or an equivalent combination of education and work experience.

•Five (5) or more years' experience in financial services / operations including one (1) year as team lead or leadership experience in

a financial or service organization.

Licenses/Certifications:

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

•Series 7 license

•Series 24 or 9/10 license preferred.

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:

•Grow professionally and inspire others to do the same

•Work with and through others to achieve desired outcome

•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

We have other current jobs related to this field that you can find below

  • Client Service Specialist

    3 weeks ago

    St Petersburg, United States Bank OZK Full time

    Client Service Specialist (Teller) + Job ID: 14164 + Functional Area: Retail/Community Banking + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + Location: South Pasadena, FL Gulfport + Department: Community Banking + Education Required: High School Diploma or Equivalent + Relocation Provided: Email a Friend Save SaveApply Now Position...

  • Client Services Specialist

    2 months ago

    St Louis, United States Beauty Brands Full time

    Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our sto Client Service, Specialist, Customer Service, Beauty, Retail

  • Client Experience Specialist

    5 days ago

    St Petersburg, United States Lifeworks Services Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Engagement Specialist

    2 weeks ago

    St Louis, United States Peoples Health Centers Family of Companies Full time

    About Us: ALM Hopewell Center provides comprehensive mental health services to children and adults in the northern and central parts of the City of St. Louis and North St. Louis City. A professional mental health staff serves a growing caseload of 2,800 patients, of which greater than ninety-five percent are chronically mentally ill and suffering from major...

  • Client Service Specialist

    1 week ago

    St Louis, United States Growth Suite Consulting Full time

    Client Service Specialist Fruition Financial - St. Louis, MOFruition Financial is looking for a Client Service Specialist who will be responsible for providing outstanding service to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will possess strong communication skills, a proactive attitude, and a passion...

  • Client Service Lead

    4 weeks ago

    St Louis, United States ANSIRA PARTNERS LLC Full time

    Client Service Lead As a Client Service Lead you will act as a liaison between the client, the agency's client partnership team and operations, in providing dealers and their advertising partners with the support and tools to help promote brand-enhancing advertising. If you are committed to excellence and strive to achieve and maintain productivity and...

  • Engagement Specialist

    3 weeks ago

    St. Louis, United States US Cloud Full time

    As an Engagement Specialist, you will play a critical role in supporting various aspects of client engagements and project functions. Your responsibilities will involve ticket management, procedural review, project support, schedule maintenance, team coordination, and adapting to an agile work environment with agility in shifting responsibilities as needed....

  • Client Support Specialist

    4 weeks ago

    St Petersburg, United States Zelis Healthcare Full time

    Position Overview The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. The CSS is responsible for assisting the client with the successful processing of Zelis services, performs day-to-day functions of managing the account, and...

  • Client Support Specialist

    5 days ago

    St Petersburg, United States Zelis Healthcare Full time

    Position Overview: The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. The CSS is responsible for assisting the client with the successful processing of Zelis services, performs day-to-day functions of managing the account, and...

  • Client Support Specialist

    1 week ago

    St Petersburg, United States Zelis Healthcare Full time

    Position Overview: The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. The CSS is responsible for assisting the client with the successful processing of Zelis services, performs day-to-day functions of managing the account, and...

  • Engagement Specialist

    4 weeks ago

    St Louis, Missouri, United States Archdiocese of St. Louis Full time

    St. Patrick Center provides opportunities for self-sufficiency and dignity to people who are homeless or at risk of becoming homeless. Individuals and families build permanent, positive change in their lives through safe and affordable housing, sound mental and physical health, and employment and financial stability.Working collaboratively with individuals,...

  • Community Engagement Specialist

    2 weeks ago

    Saint Petersburg, United States Nurse Next Door - Pinellas Full time

    **Community Engagement Specialist Job Description** Our purpose is **Making Lives Better** through **Happier Aging**. We help seniors stay in their homes for as long as they choose, and our real talent is caring and connecting to seniors’ hearts. We have a mission to help seniors continue doing what they love most. We are not just another home care...

  • Client Service Associate

    4 weeks ago

    St. Petersburg, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Service Manager, Employee Benefits

    2 weeks ago

    St Petersburg, United States Wallace Welch & Willingham Full time

    Job Type Full-timeDescriptionWe are W3! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in a growth-oriented organization that has two locations and continues to expand - with $225M+ in premiums for P&C and Employee Benefits. We have a rich...

  • Client Account Service Specialist

    2 weeks ago

    St Petersburg, United States GateSource HR Full time

    Job DescriptionWe are looking for a Client Accounting Services Specialist for a HYBRID opportunity in St. Petersburg Florida. Experience in public accounting is a plus. This company prides itself on its culture first approach, and flexibility. Strong benefits, and competitive salary range.Must Have:Preparation of compiled financial statementsMinimum of 2...

  • Client Service Manager, Employee Benefits

    3 weeks ago

    St Petersburg, United States Wallace Welch & Willingham Full time

    Job Type Full-time Description We are W3! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in a growth-oriented organization that has two locations and continues to expand - with $225M+ in premiums for P&C and Employee Benefits. We have a rich...

  • Client Services Specialist

    4 weeks ago

    St. Charles, United States BEAUTY BRANDS Full time

    Job DetailsJob Location124 - St. Charles, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...

  • Tax Professional

    1 week ago

    St Petersburg, United States GateSource HR Full time

    Job Description We are looking for a Tax Manager for a HYBRID opportunity in St. Petersburg Florida. Experience in public accounting is a plus. This company prides itself on its culture first approach, and flexibility. Strong benefits, and competitive salary range. Requirements: •Learn to efficiently navigate firm software •Complete various tax and...

  • Client Account Service Specialist

    1 week ago

    St Petersburg, United States GATESOURCE HR Full time

    Job Description We are looking for a Client Accounting Services Specialist for a HYBRID opportunity in St. Petersburg Florida. Experience in public accounting is a plus. This company prides itself on its culture first approach, and flexibility. Strong benefits, and competitive salary range. Must Have: Preparation of compiled financial statements Minimum of...

  • Registered Client Service Associate

    4 weeks ago

    St. Petersburg, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...