Client Services Representative | Asset Management Services
1 week ago
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Memphis, TN.
Job Summary
As a Client Services Representative, you will work under general supervision to act as the liaison between branches and the home office. Your responsibilities will include assisting clients with processing inquiries and facilitating the resolution of any issues that arise.
Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors. These offerings cover a wide range of activities designed to help clients grow and preserve their assets through various investment strategies, market research, and professional management.
Essential Duties and Responsibilities
- Responds to inquiries or complaints received primarily from phone calls but also some emails.
- Review and research requests or problems obtaining necessary information from policies, procedures, or practices.
- Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problems.
- Follows up, either verbally or in writing, to ensure customer satisfaction.
- Determines the best method to resolve problems to ensure customer satisfaction and adherence to company policies.
- Acts as a liaison between clients and the company.
- Provides feedback to sales, quality assurance, and product management.
- May compile information, prepare reports or summaries, and submit for review.
- Recommends changes to existing policies and procedures.
- May provide guidance to less experienced representatives.
- Performs other duties and responsibilities as assigned.
In-Depth Knowledge of
- Company policies, procedures, practices, products, and services.
- Operations, procedures, and policies.
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Written and verbal communication skills sufficient to interact effectively with external and internal clients.
- Organize and prioritize workload to meet deadlines.
- Provide courteous, timely service when addressing client issues and transactions.
- Use good judgment in responding to complex client issues.
- Coach staff on client services issues.
- High School Degree or equivalent with two (2) years of customer service experience.
- An equivalent combination of education, experience, and/or training approved by Human Resources.
- None required.
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
-
Client Services Liaison
7 days ago
Memphis, Tennessee, United States Raymond James Financial Incorporated Full time{"Job Title": "Client Services Liaison", "Job Summary": "As a Client Services Liaison at Raymond James Financial Incorporated, you will play a vital role in ensuring seamless communication between branches and the home office. Your responsibilities will include assisting clients with processing inquiries and facilitating the resolution of any issues that...
-
Customer Service Representative Driver
1 day ago
Memphis, Tennessee, United States Aramark Uniform Services Full timeJob Title: Customer Service Representative DriverJob Summary:We are seeking a Customer Service Representative Driver to join our team at Aramark Uniform Services. As a Customer Service Representative Driver, you will be responsible for safely operating a company step van to provide and deliver products and services to clients. You will also be responsible...
-
Client Services Representative
3 weeks ago
Memphis, Tennessee, United States Raymond James Financial Incorporated Full timePosition Overview Under general oversight, utilizes specialized expertise and skills acquired through experience and/or formal education to support branch offices and Financial Advisors (FA) in addressing client requirements by investigating and resolving elevated issues related to client accounts. Addresses and proposes solutions to moderately complex...
-
Customer Service Representative
3 weeks ago
Memphis, United States Supreme Staffing Services Inc Full timeConnect has partnered with our client seeking a Customer Care Agent! Schedule: 1st shift Location: Memphis, TN Position Type: Contract to Perm Pay: $18.00 Benefits & Appreciation: Medical, Dental & Vision Responsibilities: First point of contact for client & logistic providers Execute inbound and outbound transactions Manage the invoicing & physical...
-
Customer Service Representative
2 hours ago
Memphis, Tennessee, United States Tailored Management Full timeJob Title: Customer Service Senior RepresentativeTailored Management is seeking a highly skilled Customer Service Senior Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional customer service to our clients, resolving complex issues, and providing support to our patients and...
-
Relief Customer Service Representative
1 week ago
Memphis, Tennessee, United States Aramark Uniform Services Full timeJob SummaryAramark Uniform Services is seeking a highly motivated and customer-focused Relief Customer Service Representative to join our team. As a Relief CSR, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.Key Responsibilities:Safely operate a company vehicle to...
-
Insurance Services Representative
2 weeks ago
Memphis, Tennessee, United States Insight Risk Management Full timeJob Description:Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Services Representative. As a key member of our commercial lines division, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving business growth.Key...
-
Customer Service Representative Driver
1 week ago
Memphis, Tennessee, United States Aramark Uniform Services Full time**Job Summary**Aramark Uniform Services is seeking a highly motivated and customer-focused Customer Service Representative Driver to join our team. As a key member of our delivery team, you will be responsible for safely operating a company vehicle to provide and deliver products and services to our clients.**Responsibilities**• Safely operate a company...
-
Security Account Manager
2 weeks ago
Memphis, Tennessee, United States Securitas Security Services USA, Inc. Full timeJob SummaryWe are seeking a highly skilled Security Account Manager to join our team at Securitas Security Services USA, Inc. The successful candidate will be responsible for managing the security services and related operation services provided to our clients. This includes client service and problem resolution, service enhancement and expansion, new...
-
Customer Service Representative Driver
2 weeks ago
Memphis, Tennessee, United States Aramark Uniform Services Full time**Job Summary**Aramark Uniform Services is seeking a highly motivated and customer-focused Customer Service Representative Driver to join our team. As a key member of our sales and service team, you will be responsible for delivering exceptional customer service and promoting our products and services to a variety of clients.**Responsibilities:**Safely...
-
Memphis, Tennessee, United States Aramark Uniform Services Full time**Job Summary**Aramark Uniform Services is seeking a Relief Customer Service Representative Driver to join our team. As a Relief Customer Service Representative Driver, you will be responsible for safely operating a company step van to provide and deliver products and services to a variety of clients.**Responsibilities**• Safely operate a company step van...
-
Relief Customer Service Representative Driver
5 hours ago
Memphis, Tennessee, United States Aramark Uniform Services Full time**Job Summary**We are seeking a Relief Customer Service Representative Driver to join our team at Aramark Uniform Services. As a Relief Customer Service Representative Driver, you will be responsible for safely operating a company step van to provide and deliver products and services to clients.**Responsibilities**• Safely operate a company step van to...
-
Client Service Specialist
3 weeks ago
Memphis, Tennessee, United States Raymond James Financial Services Full timePosition OverviewAs a Client Service Specialist, you will operate under general supervision, utilizing your specialized knowledge and skills acquired through experience and formal training. Your primary responsibility will be to support branch offices and Financial Advisors (FAs) in addressing client needs.Key ResponsibilitiesResearch and resolve escalated...
-
Client Service Associate
2 weeks ago
Memphis, United States Vaco Full timeVaco Memphis is looking to hire a Client Services Associate for a wealth management firm here in East Memphis. The CSA plays a pivotal role in maintaining and growing the company's client services. Reporting directly to the Chief Operating Officer, the CSA works alongside other client service and operational team members to develop institutional level...
-
Client Service Representative
2 weeks ago
Memphis, Tennessee, United States TEKsystems Full timeJob DescriptionJob Title: Client Relations SpecialistJob Summary:We are seeking a highly skilled Client Relations Specialist to join our team at TEKsystems. As a Client Relations Specialist, you will be responsible for managing incoming calls, providing exceptional customer service, and ensuring seamless communication with our clients.Key...
-
Customer Service Representative Driver
1 week ago
Memphis, Tennessee, United States Aramark Uniform Services Full timeJob SummaryAramark Uniform Services is seeking a highly skilled and customer-focused Relief Customer Service Representative Driver to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service, ensuring timely and accurate delivery of products, and promoting overall route growth to enhance...
-
Client Service Representative
3 weeks ago
Memphis, Tennessee, United States Domino's Franchise Full timeJob OverviewPosition Summary:The primary responsibility of a Customer Service Representative (CSR) at Domino's Franchise is to maintain a friendly and engaging demeanor while effectively communicating with customers. A clear and energetic voice is essential, as well as a strong focus on customer satisfaction.Key Responsibilities:CSRs will interact with...
-
Client Services Representative
3 days ago
Memphis, United States Creative Co-Op Full timeINTRODUCTION Creative Co-Op, Inc. (www.creativecoop.com) is a leading importer and distributor of gift and home decorative accessories. We work with over 15,000 boutique specialty stores in North America, Fortune 500 national retailers and major eCommerce partners. Headquartered in Memphis, TN the company has hundreds of employees globally with offices and...
-
Client Services Representative
2 weeks ago
Memphis, Tennessee, United States Memphis Grizzlies Full timeAbout the RoleThe Memphis Grizzlies are seeking a highly skilled Account Manager, Client Relations to join our team. As a key member of our Client Services department, you will be responsible for building and maintaining strong relationships with our MVP season ticket holders.Key ResponsibilitiesRetention and Revenue Growth: Meet and exceed all yearly...
-
Client Services Representative
5 days ago
Memphis, United States Creative Co-Op, Inc. Full timeINTRODUCTIONCreative Co-Op, Inc. (www.creativecoop.com) is a leading importer and distributor of gift and home decorative accessories. We work with over 15,000 boutique specialty stores in North America, Fortune 500 national retailers and major eCommerce partners. Headquartered in Memphis, TN the company has hundreds of employees globally with offices and...