Client Services Representative | Asset Management Services

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with internal customers. Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Saint Petersburg, FL. Schedule: Monday - Friday 9:00 am to 5:30 pm EST Training Schedule: Monday - Friday 9am am to 5:30 pm EST for approximately 8 weeks. As a Client Services Representative, you will work under general supervision to act as the liaison between branches and the home office. Your responsibilities will include assisting clients with processing inquiries and facilitating the resolution of any issues that arise. Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors. These offerings cover a wide range of activities designed to help clients grow and preserve their assets through various investment strategies, market research, and professional management.

Requirements

In-Depth Knowledge of Company policies, procedures, practices, products, and services.
Operations, procedures, and policies.
Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Written and verbal communication skills sufficient to interact effectively with external and internal clients.
Ability to Organize and prioritize workload to meet deadlines.
Provide courteous, timely service when addressing client issues and transactions.
Use good judgment in responding to complex client issues.
Coach staff on client services issues.
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
General Experience - 4 to 6 months

Responsibilities

Responds to inquiries or complaints received primarily from phone calls, but also some emails.
Review and research requests or problems obtaining necessary information from policies, procedures, or practices.
Coordinates problem resolution with appropriate departments.
Informs customers of standard procedures or the resolution of problems.
Follows up, either verbally or in writing, to ensure customer satisfaction.
Determines the best method to resolve problems to ensure customer satisfaction and adherence to company policies.
Acts as a liaison between clients and the company.
Provides feedback to sales, quality assurance, and product management.
May compile information, prepare reports or summaries, and submit for review.
Recommends changes to existing policies and procedures.
May provide guidance to less experienced representatives.
Performs other duties and responsibilities as assigned.