- Occasional weekend work (1 weekend day assigned every 6-7 weeks). This extra day will be considered and compensated as overtime.
- Responds to inquiries or complaints received through phone calls or written correspondence concerning client accounts; follows the issue all the way through resolution and final communications.
- Conducts basic diagnoses of internet software/hardware to troubleshoot client connectivity problems.
- Documents, in detail, client communications in the call tracking system and accurately updates client personal information as appropriate.
- Researches, resolves and makes decisions regarding various inquiries for clients, Financial Advisors (FA's) and associates within RJA and RJF.
- Determines best method to resolve problems to ensure customer satisfaction while adhering to company policies.
- Coordinates problem resolution with appropriate departments.
- Advises Compliance or Sales Management of potential branch or client issues.
- Follows up, either verbally or in writing, to ensure customer satisfaction.
- Performs other duties and responsibilities as assigned.
- Basic office practices, procedures and methods.
- All products and services offered by Raymond James Financial.
- Account types and industry operations in general.
- Back office systems.
- Organizational and time management 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.
- Problem solving sufficient to effectively analyze, research and resolve questions.
- 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.
- Follow-up to ensure resolution and completion of tasks.
- Communicate effectively, both orally and in writing with external clients, FA's and other internal clients and contacts.
- 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 one (1) to three (3) years client service experience.
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
- None required.
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Client Service Representative - Memphis, United States - Raymond James
Description
Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.Hours:
Monday-Friday | 11:00am-8:00pm ET
Job Summary:
Under general supervision, uses skills gained through training and experience to act as the point of contact to Raymond James clients.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications: