Client Services Representative | Asset Management Services

Client Services Representative

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with internal customers.

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Saint Petersburg, FL.

Schedule: Monday - Friday 9:00 am to 5:30 pm EST

Training Schedule: Monday - Friday 9am to 5:30 pm EST for approximately 8 weeks.

As a Client Services Representative, you will work under general supervision to act as the liaison between branches and the home office. Your responsibilities will include assisting clients with processing inquiries and facilitating the resolution of any issues that arise.

Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors. These offerings cover a wide range of activities designed to help clients grow and preserve their assets through various investment strategies, market research, and professional management.

Essential Duties and Responsibilities

• Responds to inquiries or complaints received primarily from phone calls, but also some emails.
• Review and research requests or problems obtaining necessary information from policies, procedures, or practices.
• Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or the resolution of problems.
• Follows up, either verbally or in writing, to ensure customer satisfaction.
• Determines the best method to resolve problems to ensure customer satisfaction and adherence to company policies.
• Acts as a liaison between clients and the company.
• Provides feedback to sales, quality assurance, and product management.
• May compile information, prepare reports or summaries, and submit for review.
• Recommends changes to existing policies and procedures.
• May provide guidance to less experienced representatives.
• Performs other duties and responsibilities as assigned.

In-Depth Knowledge of

• Company policies, procedures, practices, products, and services.
• Operations, procedures, and policies.

Skill in

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Written and verbal communication skills sufficient to interact effectively with external and internal clients.

Ability to

• Organize and prioritize workload to meet deadlines.
• Provide courteous, timely service when addressing client issues and transactions.
• Use good judgment in responding to complex client issues.
• Coach staff on client services issues.

Licenses/Certifications

• None required.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At 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:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• 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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.