Service Associate - St Petersburg, United States - Raymond James Financial Services

Description

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.

Qualifications

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.

Job: Investment Management


Primary Location: US-FL-St. Petersburg-Saint Petersburg


Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Travel Yes, 10 % of the Time


Req ID: