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

7 days ago

Southfield, United States Raymond James Financial Incorporated Full time
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.

Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

•Basic office practices, procedures and methods.

•All products and services offered by Raymond James Financial.

•Account types and industry operations in general.

•Back office systems.

Skill in:

•Organizational and time management 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.

•Problem solving sufficient to effectively analyze, research and resolve questions.

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.

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

•Communicate effectively, both orally and in writing with external clients, FA's and other internal clients and contacts.

•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 one (1) to three (3) years client service experience.

~or~

•An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

•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 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 ETOccasional weekend work (1 weekend day assigned every...

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

    3 days ago

    Southfield, MI, 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 ETOccasional weekend work (1 weekend day assigned every...

  • Travel Rad Tech in Southfield, MI

    3 weeks ago

    Southfield, United States Triage Staffing LLC Full time

    Travel Radiology: Imaging Southfield, MILocation: Southfield, MIStart Date: 11/18/2024Shift Details: 8H Days (12:00 AM-12:00 PM) 40 hours per weekLength: 7 WEEKS 7 weeksApply for specific facility details.X-Ray Tech

  • Telehealth SLP Opportunity

    7 days ago

    Southfield, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Telehealth SLP Opportunity - Near Southfield, MI We are working with a great school district near Southfield, MI, in search to finda licensed Telehealth SLPto join our team and provide telehealth services to K-12 students near Southfield, MI. This Telehealth SLPposition allows...

  • Travel CT Technologist Southfield, MI

    2 weeks ago

    Southfield, United States Soliant Full time

    Minimum 1+ years imaging experience required.Job Posting: Travel CT Technologist Southfield, MI Position: Travel CT Technologist Location: Southfield, MI Shift Options: 10-Hour Shifts: 9:00 PM 7:00 AM 12-Hour Shifts: 7:00 PM 7:00 AM Duration: 13 Weeks (with potential for extension) Weekend Requirement: Required to work every 3rd weekend On-Call: Needed...

  • Onsite: School Psychologist Opening

    2 months ago

    Southfield, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.Sunbelt Staffing is seeking a School Psychologist for a full-time, school-based job in the Southfield, MI area. This is a full-time job for a School Psychologist. Please apply below if interested!Minimum Job Qualifications:Masters Degree from an accredited...

  • Onsite: School Psychologist Opening

    3 weeks ago

    Southfield, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.Sunbelt Staffing is seeking a School Psychologist for a full-time, school-based job in the Southfield, MI area. This is a full-time job for a School Psychologist. Please apply below if interested!Minimum Job Qualifications:Masters Degree from an accredited...

  • Part-time Transportation Driver

    1 month ago

    Southfield, Michigan, United States City of Southfield, MI Full time

    Job SummaryWe are seeking a reliable and flexible Part-time Transportation Driver to join our team at the City of Southfield, MI. As a Transportation Driver, you will be responsible for transporting clients to scheduled appointments, maintaining vehicles, and ensuring passenger safety.Key ResponsibilitiesTransport clients to scheduled appointmentsMaintain...

  • Occupational Therapist | SOUTHFIELD, MI

    3 days ago

    Southfield, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years occupational therapy experience required.Soliant Health is seeking a dedicated Occupational Therapist who is interested in working in a school setting in SOUTHFIELD, MI. In this role, the OT will be providing services for school age students ranging from grades K-12.Please see job details below. Job Description...

  • Travel Nurse RN

    2 weeks ago

    southfield, United States Travel Nurse Across America Full time

    Travel Nurse Across America is seeking a qualified Cardio intensive care RN needed for travel nurse assignment in Southfield, MI. This assignment is in a Traveler-friendly facility and offers excellent pay, benefits, bonus opportunity, travel reimbursement, all licenses and certifications paid and more! Minimum 1-2 years’ experience...

  • Travel Nurse RN

    2 weeks ago

    Southfield, United States Travel Nurse Across America Full time

    Travel Nurse Across America is seeking a qualified Cardio intensive care RN needed for travel nurse assignment in Southfield, MI. This assignment is in a Traveler-friendly facility and offers excellent pay, benefits, bonus opportunity, travel reimbursement, all licenses and certifications paid and more! Minimum 1-2 years’ experience required.Requirements*:...

  • Contract Speech-Language Pathologist, Southfield MI

    2 months ago

    Southfield, United States Soliant Full time

    Job DescriptionJob DescriptionOne of Soliant’s clients, a school munity located near Southfield, MI, is seeking a contract Speech-Language Pathologist this school year.Details below:Full-time (35 hours per week)Work with K-12 studentsASAP start-End of school yearWe seek applicants who are knowledgeable of speech therapy in a school setting, and are...

  • Special Education Teacher

    1 month ago

    Southfield, United States Bilingual Therapies Full time

    Job DescriptionJob DescriptionMinimum 1+ years special education experience required.Special Education Teacher (SPED) - Southfield, MIAre you ready to make a difference in the lives of young learners? We're looking for a passionate and dedicated Special Education Teacher to join our team in Southfield, MI! Work full-time, onsite with a supportive team...

  • Contract Speech-Language Pathologist, Southfield MI

    2 months ago

    Southfield, United States Soliant Full time

    Job DescriptionJob DescriptionOne of Soliant’s clients, a school community located near Southfield, MI, is seeking a contract Speech-Language Pathologist this school year.Details below:Full-time (35 hours per week)Work with K-12 studentsASAP start-End of school yearWe seek applicants who are knowledgeable of speech therapy in a school setting, and are...

  • Customer Service Representative

    1 month ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services AssociateJob Location: Southfield, MI-48033Job Duration: 6 months contractWork Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pmThere is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2...

  • Customer Service Representative

    1 month ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services Associate Job Location: Southfield, MI-48033 Job Duration: 6 months contract Work Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pm There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days...

  • Customer Service Representative

    4 weeks ago

    Southfield, United States eTeam Full time

    Job Title: Retirement Plan Services Associate Job Location: Southfield, MI-48033 Job Duration: 6 months contract Work Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pm There is potential for full-time conversion depending on the workers attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days...

  • Special Education Teacher

    1 month ago

    Southfield, United States Bilingual Therapies Full time

    Job DescriptionJob DescriptionMinimum 1+ years special education experience required.Special Education Teacher (SPED) - Southfield, MIAre you ready to make a difference in the lives of young learners? We're looking for a passionate and dedicated Special Education Teacher to join our team in Southfield, MI! Work full-time, onsite with a supportive team...

  • School-Based SLP Opening near Southfield, MI

    6 days ago

    Southfield, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Job Opening: School-Based Speech Language Pathologist(SLP)Employment Type:Contract, Schools, OnsiteSoliant is seeking a dedicated and qualified School-Based Speech Language Pathologist to join our team in providing exceptional services to students in our district near...

  • School-Based SLP Opening near Southfield, MI

    3 days ago

    Southfield, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Job Opening: School-Based Speech Language Pathologist(SLP)Employment Type:Contract, Schools, OnsiteSoliant is seeking a dedicated and qualified School-Based Speech Language Pathologist to join our team in providing exceptional services to students in our district near...