Customer Account Associate - St. Petersburg
2 weeks ago
Job summary
This position follows our hybrid-friendly schedule so you get the best of both worlds – flexibility and collaboration In office days will be 3 per week averaging 12 days per month in our St Petersburg FL Corporate OfficeIn a dynamic call center environment the Customer Account Associate serves as the critical link between branch offices and the Home Office delivering high quality account servicing and support The associate actively monitors account activity to safeguard the interests of clients Financial Advisors FAs and the Firm Responsibilities include resolving escalated issues assisting internal associates and FAs with client support needs and recommending solutions to moderately complex problems
Responsibilities
- Assist with various requests for information referring more complex matters to colleagues
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information directing more complex matters to colleagues as necessary
- Carry out standard customer service activities handle simple customer inquiries Conductor data entry into company systems review verify information ensure accuracy accessibility Enter data into standard branch systems reviewing verifying it accuracy This includes handling documenting counter transactions Maintain files records Organize own work schedule each day line changing priorities Follow range mandatory procedures ensure work carried out required quality standards adherence external regulatory codes internal codes conduct Develop maintain excellent procedural technical skills participating assessment development planning activities formal informal training coaching Knowledge Of Compliance eye situations present risk firm Skills Uses clear effective verbal communications skills supervision express ideas request actions formulate plans policies Supports business processes supervision applying understanding effective use standard office equipment software packages Works close supervision plan organize prioritize oversee activities efficiently meet business objectives Works close supervision develop monitor interpret understand policies procedures match organizational strategies objectives Connect customers strengthen relationship meeting personal needs positive customer experiences Typically works under close supervision Analyze data sources draw appropriate conclusions make suitable recommendations Receives monitors deals allocated customers elementary level working under supervision Applies understanding business environment objectives develop solutions under supervision Meet high customer service standards Understand effectively operate all customer management systems Perform data analysis reports guide decision making Select deploy results most appropriate office system Recognize sales opportunities during interactions enhance overall customer service Workstyle Hybrid At Raymond James associates five guiding behaviors Develop Collaborate Decide Deliver Improve deliver core values client first integrity independence conservative long term view We Expect Our Associates All Levels Grow professionally inspire others do same Work through others achieve desired outcomes Make prompt pragmatic choices act client mind Take ownership hold themselves others accountable delivering results matter Contribute continuous evolution firm At Raymond James part people-first culture honor value respect uniqueness experiences backgrounds all Associates When associates bring their authentic selves organization clients communities thrive The Company equal opportunity employer makes employment decisions merit business needs
Job description
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