Client Service Representative

5 days ago


Southfield, Michigan, United States Raymond James Financial Incorporated Full time
Job Summary

As a Client Service Representative at Raymond James Financial Incorporated, you will serve as the primary point of contact for clients, providing accurate and timely information regarding their accounts. This role requires strong communication and problem-solving skills, with a focus on delivering exceptional customer service in a fast-paced environment.

Key Responsibilities
  • Respond to client inquiries and resolve issues in a timely and professional manner
  • Conduct basic diagnoses of internet software/hardware to troubleshoot client connectivity problems
  • Document client communications and update client information as necessary
  • Research and resolve client inquiries, working closely with internal and external stakeholders
  • Collaborate with Compliance and Sales Management to address potential branch or client issues
Requirements
  • High School Diploma or equivalent and 1-3 years of client service experience
  • Knowledge of basic office practices, procedures, and methods
  • Understanding of account types and industry operations
  • Ability to work independently and collaboratively in a team environment
Raymond James Guiding Behaviors

At Raymond James, our associates use five guiding behaviors to deliver on the firm's core values: Develop, Collaborate, Decide, Deliver, and Improve. We expect our associates to grow professionally, work with and through others, make prompt and pragmatic choices, take ownership, and contribute to the continuous evolution of the firm.



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