- Acts as a liaison between home office departments to research and resolve escalated issues regarding clients' accountscommunicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution andfinal 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 handledat 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.
- Basic office practices, procedures and methods.
- Account types and industry operations in general.
- Back office systems.
- 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,
- Detail orientation to ensure quality standards are met without impairing workflow.
- Follow-up to ensure resolution and completion of tasks.
- 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
- Use effective oral and written communication skills sufficient enough to communicate and interact effectively with clients and
- Constructively work under stress and pressure when faced with high workloads and deadlines.
- Work independently as well as collaboratively within a team environment.
- High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including
- Associates and/or Bachelor's Degree Preferred but not required.
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 and 63 licensing required.
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcome
- 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
-
Service Associate
1 week ago
Raymond James Financial Saint Petersburg, United StatesUnder 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. E Associate, Operations, Retail ...
-
Service Associate
3 days ago
Raymond James Financial Incorporated St Petersburg, United StatesJob 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 wi ...
-
Service Associate
2 weeks ago
Raymond James Financial Services St Petersburg, United States**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 prob ...
-
Customer Service Associate
1 week ago
Ollie's Bargain Outlet, Inc. St Petersburg, United StatesOllie's Bargain Outlet th Ave N [Retail Associate / Team Member] As a Customer Service Associate at Ollie's Bargain Outlet, you'll: Greet and acknowledge every customer as they enter and exit the store and as they approach the front end; Accurately and efficiently operate the reg ...
-
Warehouse Associate- Services
1 week ago
Circet Clearwater, United StatesCompany Overview: · Circet USA is an industry leading provider of Network Services solutions in North America. Our experienced workforce of over 2,000 professionals is skilled at planning, consulting, engineering, construction, program management and combined engineering, procur ...
-
Warehouse Associate- Services
1 day ago
Circet Clearwater, United StatesCompany Overview · Circet USA is an industry leading provider of Network Services solutions in North America. Our experienced workforce of over 2,000 professionals is skilled at planning, consulting, engineering, construction, program management and combined engineering, procure ...
-
Truist Financial Corporation Saint Petersburg, United StatesProvide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing e Client Service, Representativ ...
-
Member Services Associate
1 week ago
YMCA of Greater Richmond Petersburg, United StatesThe Petersburg Family YMCA is currently seeking a part time, personable Member Service Associate who enjoys working in a fast paced environment to provide quality service to members and prospective members. Looking for candidates who are available to work Friday evenings, and wee ...
-
Customer Service Associate
2 days ago
PrideStaff Clearwater, United StatesWe have a great Customer Service Role for a person who enjoys helping others In this role we are working with a medical insurance firm and this role is designed to help those policy owners navigate their coverage and answer their questions. · This role is 100% in the office and ...
-
Truist Financial Corporation Clearwater, United StatesPrimary Location : Clearwater, FL US : **Association Services Client Service Representative II ($1,000 Sign-On Bonus)** · Job Description : **The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to cr ...
-
Senior Client Service Associate
3 days ago
Raymond James Financial Incorporated St Petersburg, United StatesJob Summary · Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operatio ...
-
Customer Service Associate FT
1 week ago
Winn-Dixie Retail Stores St Petersburg, United StatesOverview · Southeastern Grocers is committed to a culture of belonging and fostering an inclusive environment where we celebrate differences. As a great place to work, we empower everyone to be their full, authentic selves. Read our Belonging, Inclusion and Diversity Statement he ...
-
Digital Customer Service Associate
1 week ago
Total Wine & More Clearwater, United StatesTotal Wine & More - JobID: oCMFsfwf [Retail Associate / Team Member] As a Digital Customer Service Rep, you will: Provide customer service by greeting and establishing a relationship with customers while informing them of our products; Fulfill online orders through product select ...
-
Senior Client Service Associate
6 days ago
Raymond James Financial Services St Petersburg, United StatesDescription · Job Summary · Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities ...
-
Client Service Associate Manager
1 week ago
Ascendo Resources St Petersburg, United StatesLead a team of Client Service Associates, ensuring their effectiveness and success. · Evaluate and oversee representative performance, maintaining the highest standards of integrity. · Address escalated customer complaints and handle complex situations with professionalism and em ...
-
Senior Client Service Associate
2 days ago
Raymond James St Petersburg, United StatesJob Summary · Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operation ...
-
Customer Service Associate II
6 days ago
Jobs for Humanity St Petersburg, United StatesCompany Description · Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. · Company Name: FIS Global · Job Description · Position Type : · Full time · Type Of Hire : ...
-
Senior Client Service Associate
1 day ago
Raymond James Financial Services St Petersburg, United States· Job Summary · Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for opera ...
-
Senior Client Service Associate
1 week ago
Raymond James Financial Services St Petersburg, United StatesDescription · Job Summary · Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportuniti ...
-
Food Service Associate PRN
6 hours ago
HCA Florida South Tampa Hospital St Petersburg, United StatesDescription · Introduction · Do you have the PRN career opportunities as a(an) Food Service Associate PRN you want with your current employer? We have an exciting opportunity for you to join HCA Florida South Tampa Hospital which is part of the nation's leading provider of heal ...
Service Associate - St Petersburg, United States - Raymond James Financial Incorporated
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.
Extensive contact with customers via phone.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
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.
