Current jobs related to Senior Client Service Associate-Frisco, TX - Frisco - Raymond James

  • Veterinarian - Frisco, TX

    5 days ago

    Frisco, Texas, United States Frisco West Animal Medical Center Full time

    About UsFrisco West Animal Medical Center is a reputable small animal hospital providing comprehensive pet healthcare services in the Northern Dallas Suburbs. Our multi-doctor team of veterinarians offers a wide range of medical, surgical, and dental services, utilizing advanced technology and a patient-centered approach.About the PositionWe are seeking a...

  • Veterinarian - Frisco, TX

    3 days ago

    Frisco, Texas, United States Frisco West Animal Medical Center Full time

    About UsFrisco West Animal Medical Center is a reputable small animal hospital providing comprehensive pet healthcare services in the Northern Dallas Suburbs. Our multi-doctor team of veterinarians offers a wide range of medical, surgical, and dental services, utilizing advanced technology and a patient-centered approach.About the PositionWe are seeking a...

  • Senior Registered Client Service Associate-Frisco, TX

    4 weeks ago

    Frisco, United States Raymond James 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 high...

  • Senior Registered Client Service Associate-Frisco, TX

    4 weeks ago

    Frisco, United States Raymond James 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 high...

  • Litigation Associate

    9 hours ago

    Frisco, United States LHH Full time

    LHH Recruitment Solutions is assisting a sophisticated boutique law firm in Frisco, TX in its search for a mid-level litigation associate. The ideal candidate will have 3+ years of litigation experience. This firm prides itself on serving their clients, community, and profession with excellence. In this role you will work closely with the partners and...

  • Litigation Associate

    3 days ago

    frisco, United States LHH Full time

    LHH Recruitment Solutions is assisting a sophisticated boutique law firm in Frisco, TX in its search for a mid-level litigation associate. The ideal candidate will have 3+ years of litigation experience. This firm prides itself on serving their clients, community, and profession with excellence. In this role you will work closely with the partners and...

  • Litigation Associate

    3 days ago

    Frisco, United States LHH Full time

    LHH Recruitment Solutions is assisting a sophisticated boutique law firm in Frisco, TX in its search for a mid-level litigation associate. The ideal candidate will have 3+ years of litigation experience. This firm prides itself on serving their clients, community, and profession with excellence. In this role you will work closely with the partners and...

  • Litigation Associate

    3 days ago

    Frisco, United States LHH Full time

    LHH Recruitment Solutions is assisting a sophisticated boutique law firm in Frisco, TX in its search for a mid-level litigation associate. The ideal candidate will have 3+ years of litigation experience. This firm prides itself on serving their clients, community, and profession with excellence. In this role you will work closely with the partners and...

  • Senior Systems Engineer

    7 days ago

    Frisco, Texas, United States City of Frisco, TX Full time

    Job Title: Senior Systems EngineerWe are seeking a highly skilled Senior Systems Engineer to join our team at the City of Frisco, TX. As a key member of our IT department, you will be responsible for designing, implementing, and maintaining our complex IT infrastructure.Key Responsibilities:Oversee the day-to-day operations of our IT infrastructure,...

  • Maintenance Associate

    2 weeks ago

    Frisco, Texas, United States Parkview in Frisco Full time

    About the RoleWe are seeking a highly skilled and dedicated Maintenance Associate to join our team at Parkview in Frisco. As a Maintenance Associate, you will play a vital role in ensuring the safety and well-being of our residents, as well as maintaining the aesthetic appeal of our community.Key ResponsibilitiesPerform routine maintenance tasks to ensure...

  • PRN Home Health Speech Therapist in Frisco, TX

    7 days ago

    Frisco, Texas, United States Your Tailor Made Senior Service Full time

    Job SummaryWe are seeking a skilled Speech Therapist to join our team at Your Tailor Made Senior Services in Frisco, TX. As a Speech Therapist, you will work with patients in a home health environment to maximize their progress toward achieving functional goals.Key ResponsibilitiesDesign and implement individualized plans of care for patients based on...

  • Maintenance Associate

    2 weeks ago

    Frisco, Texas, United States Parkview in Frisco Full time

    About UsParkview in Frisco is a premier retirement community that offers a unique blend of luxury and care. Our community is designed to provide a safe and welcoming environment for our residents, and we are seeking a skilled Maintenance Associate to join our team.Job SummaryWe are looking for a highly organized and detail-oriented Maintenance Associate to...

  • Veterinarian - Frisco, TX

    1 month ago

    Frisco, United States Phillips Creek Veterinary Hospital Full time

    Who we are:Phillips Creek Veterinary Hospital is a full service companion animal hospital providing comprehensive pet healthcare services in the Frisco, The Colony, Little Elm, and Hackberry communities since 2012. Frisco, Texas is located in the North East region of the state of Texas, 30 miles north of Dallas, TX along the rapidly expanding North Dallas...

  • Veterinarian - Frisco, TX

    1 week ago

    Frisco, United States Phillips Creek Veterinary Hospital Full time

    Who we are:: Phillips Creek Veterinary Hospital is a full service companion animal hospital providing comprehensive pet healthcare services in the Frisco, The Colony, Little Elm, and Hackberry communities since 2012. Frisco, Texas is located in the North East region of the state of Texas, 30 miles north of Dallas, TX along the rapidly expanding North Dallas...

  • Retail Associate- Frisco, TX

    2 months ago

    Frisco, United States Rockler Woodworking and Hardware Full time

    * Retail * Frisco, TX, USA * 15.00 * Hourly * Part 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. We are currently adding to our Frisco, TX team. This is a...

  • Sylvan Learning Elementary Teacher Frisco Tx

    4 days ago

    Frisco, Texas, United States Sylvan Learning - Corpus Christi Tx Full time

    Job OpportunityWe are seeking a qualified Elementary Part-Time Teacher to join our team at Sylvan Learning in Frisco, Tx.Job Summary:As an Elementary Part-Time Teacher, you will work with a small group of students (8 max) to improve their math or reading skills and scores. The program runs 1-2 hours after school, Monday through...

  • Senior Systems Engineer

    6 days ago

    Frisco, Texas, United States City of Frisco, TX Full time

    Job Title: Senior Systems EngineerWe are seeking a highly skilled Senior Systems Engineer to join our team at the City of Frisco, TX. As a key member of our IT department, you will be responsible for designing, implementing, and maintaining our complex IT infrastructure.Key Responsibilities:Oversee the day-to-day operations of our IT infrastructure,...

  • Senior Systems Engineer

    1 day ago

    Frisco, Texas, United States City of Frisco, TX Full time

    Job Title: Senior Systems EngineerJob Summary:We are seeking a highly skilled Senior Systems Engineer to join our team at the City of Frisco, TX. As a key member of our IT department, you will be responsible for designing, implementing, and maintaining our IT infrastructure, ensuring the highest levels of system availability and security.Key...

  • Frisco TX School Psychologist Contract

    4 days ago

    Frisco, Texas, United States Soliant Full time

    Job Opportunity for School Psychologist/LSSP in Frisco, TXWe are seeking a highly skilled School Psychologist/LSSP to join our team in Frisco, TX. This full-time/hybrid position offers a supportive work environment and a manageable caseload.Key Responsibilities:Provide psychological services to students in an elementary to high school settingDevelop and...

  • Maintenance Associate

    2 weeks ago

    Frisco, Texas, United States Parkview in Frisco Full time

    About the RoleWe are seeking a skilled Maintenance Associate to join our team at Parkview in Frisco. As a Maintenance Associate, you will play a vital role in ensuring the safety and well-being of our residents, while also maintaining the aesthetic appeal of our community.Key ResponsibilitiesPerform routine maintenance tasks to ensure the upkeep of our...

Senior Client Service Associate-Frisco, TX

4 months 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 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

  • Associate’s 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.

Licenses/Certifications

  • None required.

Job: Administrative & Support Services

Primary Location: US-TX-Frisco-Frisco

Organization Western

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2401923