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Senior Client Relations Specialist

2 months ago

Kennedy Space Center, United States Raymond James Financial Incorporated Full time

Job Overview:

An essential position within the organization is open for a professional to assist in overseeing a designated area by pinpointing opportunities for improvement, working alongside the management team, and managing special initiatives. This role requires providing direction to team members, supervising their tasks, and engaging with both internal and external clients to resolve various concerns. The successful candidate will possess a strong decision-making ability, recommend solutions to intricate challenges, and exhibit leadership in project oversight and departmental functions.

Key Responsibilities:

  • Overseeing and ensuring the prompt completion of tasks
  • Advising callers and team members on operational protocols and system utilization
  • Training team members on applications and systems
  • Cooperating with internal and external stakeholders to address issues
  • Offering cross-training and mentorship
  • Creating and maintaining departmental training resources
  • Implementing strategies for performance improvement
  • Generating reports and spreadsheets for various projects
  • Managing client documentation and accounts
  • Contributing to enhancements within the department

Required Qualifications:

Knowledge and Skills:

  • Understanding of operational processes within the designated area
  • In-depth knowledge of customer operations and the financial sector
  • Expertise in accounting and investment principles
  • Strong numerical skills and analytical thinking
  • Excellent communication and interpersonal skills
  • Ability to assess processes and propose enhancements
  • Proficiency in office equipment and software applications

Abilities:

  • Managing high-pressure situations with professionalism
  • Collaborating across various functional areas
  • Maintaining meticulous attention to detail while focusing on broader objectives
  • Interpreting and applying business-related information
  • Implementing policies and suggesting modifications
  • Handling multiple responsibilities in a dynamic environment
  • Communicating effectively at all levels of the organization
  • Working independently and collaboratively within a team
  • Delivering exceptional customer service
  • Establishing and nurturing relationships within the organization

Education and Experience:

  • Associate's degree with 2-5 years of relevant service experience
  • OR an equivalent combination of education, experience, and training

Licenses/Certifications:

  • No specific requirements

About Raymond James:

Raymond James is committed to a client-first philosophy, emphasizing integrity, independence, and a long-term perspective. The company fosters professional development, teamwork, swift decision-making, accountability, and ongoing improvement to uphold these principles.