Client Service Associate

20 hours ago

Orlando, Florida, United States Raymond James Full time
Job Summary

As a Client Service Associate at Raymond James, you will play a vital role in administering and maintaining client accounts, providing exceptional support and direction to clients, and collaborating with internal teams to resolve issues and improve processes.

Key Responsibilities
  • Provide top-notch support and guidance to clients regarding operational requirements, processes, and policies.
  • Identify, research, and resolve complex problems through extensive contact with internal and external stakeholders.
  • Develop and maintain departmental procedures and functionality, ensuring seamless branch and home-office support.
  • Assist in researching, developing, and revising the department's online training manual.
  • Contribute to efficiency and productivity improvements, suggesting innovative solutions and ideas.
  • Prepare and send required mailings to clients, ensuring timely and accurate communication.
  • Stay up-to-date with department policies, procedures, and requirements, recommending changes as needed.
Requirements
  • High school degree or equivalent, with 0-2 years of customer service experience.
  • Strong knowledge of operations and systems, basic customer operations, and financial industry knowledge.
  • Basic accounting concepts and principles, as well as investment concepts, practices, and procedures.
  • Excellent interpersonal and communication skills, with the ability to interact with associates at all levels and financial advisors.
  • Ability to organize and prioritize workload, handle stressful situations, and provide a high level of customer service.
Guiding Behaviors

At Raymond James, we value and respect the uniqueness of our associates, and we expect our team members to embody the following guiding behaviors:

  • Grow professionally and inspire others to do the same.
  • Work with and through others to achieve desired outcomes.
  • 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.

We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs.

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