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Lead Client Service Specialist

2 months ago

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

Position Overview:

An essential role within the organization is open for a professional to assist in the management of a designated area by pinpointing opportunities for operational efficiency, working closely with the management team, and overseeing specialized projects. This role requires providing direction to team members, supervising their tasks, and engaging with both internal and external clients to resolve various concerns. The ideal candidate will possess a strong capacity for decision-making, propose solutions to intricate challenges, and exhibit leadership in project oversight and departmental functions.

Key Responsibilities:

  • Overseeing and ensuring the timely execution of tasks
  • Advising callers and team members on operational protocols and system utilization
  • Training team members on software applications and systems
  • Collaborating with internal and external stakeholders to address issues
  • Providing 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 evaluate processes and recommend enhancements
  • Proficiency in utilizing office technology and software applications

Core Abilities:

  • Managing high-pressure situations with professionalism
  • Collaborating across various functional areas
  • Maintaining meticulous attention to detail while pursuing 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
  • Building 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 organization fosters professional development, teamwork, prompt decision-making, accountability, and ongoing improvement to uphold these core values.