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St. Petersburg

    Service Associate - Saint Petersburg, United States - Raymond James

    Raymond James
    Raymond James Saint Petersburg, United States

    3 weeks ago

    Default job background
    Description

    Job Summary:


    Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist Raymond James' clients in researching and resolving escalated issues.

    Recommends solutions to moderately complex problems. Extensive contact with customers via phone.


    Essential Duties and Responsibilities:

    • Acts as a liaison between home office departments to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications.
    • Determines best method to resolve issues to ensure client satisfaction and adherence to company policies.
    • Follows up, either verbally or in writing, to ensure client satisfaction.
    • Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs.
    • Addresses inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level.
    • Communicates and coordinates with home office departments to resolve issues related to client accounts.
    • Reviews, maintains and documents weekly reports and the status of assigned tasks.
    • Executes trades based on verbal instructions from the client.
    • Performs other duties and responsibilities as assigned.

    Knowledge, Skills, and Abilities:

    Knowledge of:

    • Basic office practices, procedures and methods.
    • Account types and industry operations in general.
    • Back office systems.

    Skill in:

    • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
    • Operating standard office equipment and using required software applications to produce correspondence, presentations,
    electronic communication and spreadsheets.


    • Detail orientation to ensure quality standards are met without impairing workflow.
    • Follow-up to ensure resolution and completion of tasks.

    Ability to:

    • Provide a high level of customer service in a calm, courteous and professional manner.
    • Establish and maintain effective working relationships at all levels of the organization.
    • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced
    work environment.


    • Use effective oral and written communication skills sufficient enough to communicate and interact effectively with clients and
    home office.


    • Constructively work under stress and pressure when faced with high workloads and deadlines.
    • Work independently as well as collaboratively within a team environment.
    Educational/Previous Experience Requirements


    • High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including
    related service experience.


    • Associates and/or Bachelor's Degree Preferred but not required.
    Licenses/Certifications


    • SIE required provided that an exemption or grandfathering cannot be applied.
    • Series 7 and 63 licensing required.
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