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Senior Client Service Associate

2 months ago

St Petersburg, United States Raymond James Financial Incorporated Full time
Job Summary

As a Senior Client Service Associate at Raymond James Financial Incorporated, you will play a vital role in assisting with the overall management of an assigned functional area. You will collaborate with the management team to identify opportunities for operational efficiency and productivity improvements, and assist with special projects. This role requires a high level of customer service, attention to detail, and ability to work in a fast-paced environment.

Key Responsibilities
  • Monitor team workflows to ensure assignments are completed accurately and on time.
  • Provide support and direction to incoming callers regarding operational requirements, processes, policies, and time frames.
  • Facilitate training of associates and provide education on the use of applications and system enhancements.
  • Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.
  • Implement new ideas to increase job performance and production.
  • Monitor and resolve issues related to regulations regarding client accounts.
  • Prepare written recaps, reports, and spreadsheets for special projects and submit to management for review.
  • Process and follow up on client documentation for proper maintenance of accounts.
  • Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Requirements
  • Associate's degree and two to five years of relative service experience.
  • OR an equivalent combination of education, experience, and/or training approved by Human Resources.
Guiding Behaviors

At Raymond James, our associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view. We expect our associates at all levels to:

  • 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.