Full-Time

Registered Client Service Associate

Posted on 1/15/2025

Raymond James Financial

Raymond James Financial

Mid

St. Petersburg, FL, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service

You match the following Raymond James Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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 Financial Advisors and branch associates
  • Constructively work under stress and pressure when faced with high workloads and deadlines
  • Work independently as well as collaboratively within a team environment
Responsibilities
  • Acts as a liaison between home office departments and the branch offices 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 Registrations, Sales Management and Compliance Departments to monitor branch and Financial Advisor status
  • Reviews, maintains and documents weekly reports
  • Executes trades in the absence of the Financial Advisor
  • Corresponds with existing clients looking to trade their account that is designated as a house account until a new Financial Advisor is established
  • Performs other duties and responsibilities as assigned
Desired Qualifications
  • Associates Degree Preferred
  • An equivalent combination of experience, education, and/or training as approved by Human Resources
Raymond James Financial

Raymond James Financial

View

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

null

INACTIVE