Senior Client Service Associate-Frisco, TX

2 weeks ago

Frisco, United States Raymond James Full time

Job Description - Senior Client Service Associate-Frisco, TX (2401923)
Job Description
Senior Client Service Associate-Frisco, TX

-

2401923
Description
Job Summary
Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. Will be responsible for training, leading the work of other associates and supervising highly routine work. Detailed instructions and established procedures and prescribed guidelines are provided to perform a variety of tasks requiring considerable evaluation, originality or ingenuity in making routine decisions. Recommends solutions to complex problems. Provide leadership and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance of the department training tools. Extensive contact with internal and external clients to identify, research, and resolve problems.

Essential Duties and Responsibilities
Monitors team workflows to ensure assignments are completed in an accurate and timely manner.
Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.
Facilitates training of associates and provide education to branch associates on the use of applications and system enhancements.
Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.
Demonstrates department procedures and functionality to visiting branch and home-office support staff.
Provides and/or coordinates cross-training, coaching and mentoring. Serve as a back-up in cross-functional responsibilities during absences.
Assists in research; develop, revise and maintain department on-line training manual as needs dictate.
Implements new ideas to increase job performance and production.
Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and situations.
Provides input to supervisor regarding prioritization of assignments on a regular basis.
Prepares written recaps, reports and spreadsheets for special projects and submits to management for review.
Processes and follows up on client documentation for proper maintenance of accounts.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Initiates efficiency and productivity improvements.
Creates and maintains records and files.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties, special projects and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Operations and systems of assigned functional area.
Advanced customer operations and financial industry knowledge.
Advanced accounting concepts and principles.
Advanced investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.
Financial markets and products.

Skill in
Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
Identifying and resolving operational issues.
Numerical aptitude and critical thinking sufficient to solve operational problems.
Analyzing operational processes and identifying opportunities for improvement.
Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

Ability to
Navigate stressful situations and provide a high level of customer service in a calm and professional manner.
Partner with other functional areas to accomplish objectives.
Attend to detail while maintaining a big picture orientation.
Read, comprehend and apply business-related information.
Interpret and apply policies and identify and recommend changes as appropriate.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organization levels.
Research and analyze account information.
Work independently as well as collaboratively within a team environment.
Serve as a role model and provide a high level of customer service
Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements
Education/Previous Experience
Associates degree and two (2) to five (5) years of relative service experience
OR ~
An equivalent combination of education, experience and/or training approved by Human Resources.
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
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 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.
Job

Job

Administrative & Support Services
Primary Location

Primary Location

US-TX-Frisco-Frisco
Organization

Organization

Western
Schedule

Schedule

Full-time
Shift

Shift

Day Job
Travel

Travel

No
Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location)

$55-$65K
Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.New York Stock Exchange SIPC FINRA SIPC
Raymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.

#J-18808-Ljbffr

  • Senior Client Service Associate-Frisco, TX

    3 weeks ago

    Frisco, United States Raymond James Full time

    Description Job Summary Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special...

  • Registered Client Service Associate-Frisco, TX

    4 weeks ago

    Frisco, 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...

  • Senior Retail Associate- Frisco, TX

    4 weeks ago

    Frisco, United States Rockler Woodworking and Hardware Full time

    * Retail * Frisco, TX, USA * 16.00 * Hourly * Full Time *Competitive benefits offered!* Our customers love us and so will you! Rockler is a family-owned business that helps woodworkers and do-it-yourselfers create amazing projects out of wood through innovative products, education and advice. This is a customer service role in which the sales associate...

  • Licensed Vocational Nurse

    4 weeks ago

    Frisco, United States BrightStar Care - Frisco Carrollton, TX Full time

    Are you a Licensed Vocational Nurse looking for immediate work in the Frisco and Carrollton TX areas? We’ve got the job for you!  BrightStar Care of Frisco and Carrollton is actively hiring caring and professional Licensed Vocational Nurses to care for clients living in Frisco and Carrollton, TX! LVN Benefits:LVN starting rate: $22 - $28 per...

  • Neurology Opportunity in Frisco, TX

    4 weeks ago

    Frisco, United States Baylor Scott & White Health - North Texas Full time

    Baylor Scott & White Health, in Frisco is currently looking for a physician that is Board Certified/Board Eligible in Neurology to work within the largest hospital system in the state of Texas.  Our employed opportunities include significant practice support, strong salary and benefits packages, relocation assistance and malpractice insurance with 1M - 3M...

  • Shift Manager/Team Manager

    2 weeks ago

    Frisco, United States Panera Bread Full time

    **Shift Manager/Team Manager - Frisco, Tx #1744** Location 5062 Main Street, Suite 100, Frisco, TX 75034, United States of America Category Restaurant Managers Job Id JR0021385 JOB DESCRIPTION Shift Manager/Team Manager - Frisco, Tx #1744**Team Manager** *Get ready to rise.* **Our Team Managers make every shift shine.** As a Team Manager at Panera, you are...

  • Admin Assistant at Frisco Main Office

    4 weeks ago

    Frisco, United States Frisco Main Office Full time

    Job DescriptionJob DescriptionTexas Nursing Services in Frisco, TX is looking for one admin assistant to join our 22 person strong team. We are located on 8811 Teel Pkwy Suite 100. Our ideal candidate is attentive, punctual, and hard-working.ResponsibilitiesField telephone callsReceive and direct visitorsMaintain and coordinate schedules, appointments, and...

  • Veterinary Receptionist/Pet Care Attendant

    46 minutes ago

    Frisco, United States ANIMAL HOSPITAL OF FRISCO Full time

    Who we are If you want to provide outstanding patient care and exceptional client service, we would love to hear from you! Animal Hospital of Frisco is looking for an veterinary receptionist/kennel attendant to add to our team of compassionate professionals who aim to provide the best in client and patient care. We are looking for someone to support our...

  • Senior Client Service Associate-Frisco, TX

    2 weeks ago

    Frisco, United States Raymond James Financial Incorporated Full time

    Job Summary Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. Will...

  • Senior Client Service Associate-Frisco, TX

    3 weeks ago

    Frisco, United States Raymond James Financial Incorporated Full time

    Job Summary Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. Will...

  • Physical Therapist

    4 weeks ago

    Frisco, United States Sugar Maple Health Full time

    About the job Physical Therapist - Outpatient Clinic - Frisco, TX This is a Physical Therapist job at an Outpatient Clinic in Frisco, TX 75034. We'll learn your requirements so that any job offer extended will meet your needs. Here are the logistics of the position: 1. Salary range starting at $70,000 per year based on experience. 2. Outpatient Clinic -...

  • Client Service Representative

    6 days ago

    Frisco, United States Ethos Veterinary Health Full time

    Come join our growing team! North Dallas Veterinary Emergency and Specialty Hospital (NDVESH) is a brand new, state-of-the-art hospital in Frisco, TX. We are looking for friendly, energetic, enthusiastic, pet-loving people to assist our clients and j Client Service, Representative, Patient Care, Customer Service, Animal Care, Retail, Client

  • Internal Medicine Physician- Frisco, TX

    2 weeks ago

    Frisco, Texas, United States Protouch Staffing Full time

    Internal Medicine Physician - Frisco, TX We are rapidly growing in Frisco and current physicians are seeing about 20-25 patients per day. We looking to hire a Physician who is compassionate and prefers prior experience. We are looking for someone who can take care of her patients thoroughly and can work in collaboration. Job Type : Full-time Shifts : Monday...

  • Community Associate-TX, Frisco

    2 weeks ago

    Frisco, United States Regus Full time

    Community Associate  Address 6136 Frisco Square Blvd Suite 400 75034 Frisco The world of work is changing…short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work! At IWG, we are leading the way. We’ve built the world’s largest workspace network so that our customers can work...

  • Primary Care Nurse Practitioner- Frisco, TX

    4 weeks ago

    Frisco, United States Protouch Staffing Full time

    Primary Care Nurse Practitioner- Frisco, TX We are rapidly growing primary care practice in Frisco and current physicians are seeing about 20-25 patients per day. We looking to hire a NP who is compassion and prefers prior experience. We are looking for someone who can take care of her patients thoroughly and is able to work in collaboration.

  • Registered Client Service Associate-Frisco, TX

    4 weeks ago

    Frisco, United States Raymond James Financial Full time

    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 prob Client Service, Associate, Registered, Financial Advisor, Client Relations, Customer Service, Retail

  • Programming & Youth Services Supervisor

    3 weeks ago

    Frisco, United States City of Frisco (TX) Full time

    Under the direction of the Recreation Center Assistant Manager, the Recreation Center Youth Services Supervisor is responsible for a wide variety of administrative and operational duties associated with youth services and programming at the Frisco Athletic Center.  Oversees the daily operations of the Play Depot childcare area and Camp Play Frisco. Hires,...

  • Accounting Associate

    2 weeks ago

    Frisco, United States Soleo Health Inc Full time

    Job DescriptionJob DescriptionDescription:Soleo Health is seeking an Accounting Associate to support our Home Infusion Specialty Pharmacy. This role is Hybrid in Frisco, TX. Join us in Simplifying Complex Care!Soleo Health Perks:Competitive Wages 401(k) with a Match Referral Bonus Paid Time Off Great Company Culture Annual Merit Based Increases No Weekends...

  • Accounting Associate

    7 days ago

    Frisco, United States Soleo Health Inc Full time

    Job DescriptionJob DescriptionDescription:Soleo Health is seeking an Accounting Associate to support our Home Infusion Specialty Pharmacy. This role is Hybrid in Frisco, TX. Join us in Simplifying Complex Care!Soleo Health Perks:Competitive Wages401(k) with a MatchReferral BonusPaid Time OffGreat Company CultureAnnual Merit Based IncreasesNo Weekends or...

  • Gastroenterology Nurse Practitioner, Frisco, TX

    2 weeks ago

    Frisco, United States The GI Alliance Management LLC Company Full time

    Discover the advantages of Advanced Independent Practice - Digestive Health Associates of Texas (DHAT) - Frisco - powered by GI Alliance. As a member of GI Alliance (GIA), DHAT - Friscois supported by the nation's leading patient-focused, excellence-driven gastroenterology network that is physician-owned and led. This partnership empowers DHAT - Frisco to...