- 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,electronic communication and spreadsheets.
- 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 work environment.
- Use effective oral and written communication skills sufficient enough to communicate and interact effectively with clients andhome office.
- 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 includingrelated service experience.
- 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
-
Food Service Associate Prn
2 weeks ago
HCA Florida Northside Hospital Saint Petersburg, United States**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 Northside Hospital which is part of the nation's leading provider of healthcare servic ...
-
Truist Bank Saint Petersburg, United StatesNeed Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · **Essential Duties and Responsibilities** · Following is a summary of the essen ...
-
Service Associate
3 weeks 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 weeks 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 contac ...
-
Customer Service Associate
3 weeks 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 ...
-
Customer Service Associate
1 week ago
PrideStaff St Petersburg, United StatesWe are recruiting for a Customer Service Associate for a St. Petersburg based manufacturer. Our client offers competitive benefits and a stable work schedule.If you are looking for a stable position with consistent hours, this position could be for you This position is Monday - F ...
-
Member Services Associate
3 weeks 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 ...
-
Warehouse Associate- Services
3 weeks 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
2 weeks 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 ...
-
Customer Service Associate
2 weeks 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 ...
-
Customer Services Associate
11 hours ago
OneBlood Petersburg, United StatesOverview · Provides exceptional customer service to donors via phone, e-mail, live chat or text regarding a question or concern, striving to meet each donor's need in a prompt time frame. Utilizes Customer Care software system to update specific account information for each appl ...
-
Customer Service Associate FT
3 weeks 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 ...
-
Client Service Associate Manager
4 weeks 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 ...
-
Digital Customer Service Associate
3 weeks 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 ...
-
Association Services Product Coordinator
3 days ago
Truist Financial Corporation St Petersburg, United StatesProvide support and assistance to the Association Services Product Manager in promotion of products and coordination of marketing activities. Manage various projects, assignments, tasks and duties related to marketing efforts of Association Services. Product, Coordinator, Service ...
-
Customer Service Associate II
3 weeks 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
3 weeks ago
Raymond James Financial Incorporated St Petersburg, United StatesJob SummaryUnder 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 operational ...
-
Food Service Associate PRN
1 week ago
HCA Florida Northside 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 Northside Hospital which is part of the nation's leading provider of health ...
-
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 ...
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.
Recommends solutions to moderately complex problems.Extensive contact with customers via phone.
Essential Duties and Responsibilities:
Qualifications:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Raymond James Guiding BehaviorsAt 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: