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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 the overall management of an assigned functional area. Under general supervision, you will utilize specialized knowledge and skills to collaborate with the management team to identify opportunities for operational efficiency and productivity improvements. You will also be responsible for training, leading the work of other associates, and supervising highly routine work.

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.
  • Demonstrate department procedures and functionality to visiting branch and home-office support staff.
  • Provide and/or coordinate cross-training, coaching, and mentoring.
  • Assist in research; develop, revise, and maintain department on-line training manual as needs dictate.
  • Implement new ideas to increase job performance and production.
  • Monitor and resolve issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and situations.
  • Provide input to supervisor regarding prioritization of assignments on a regular basis.
  • 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.
  • Initiate efficiency and productivity improvements.
  • Create and maintain records and files.
  • Ensure required client paperwork is current with firm and industry requirements, rules, and regulations.
  • Perform other duties, special projects, and responsibilities as assigned.
Requirements
  • Associate's degree and two (2) to five (5) 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 (Develop, Collaborate, Decide, Deliver, Improve) 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.