Asset Management Client Services Specialist (Hybrid)

Thecentermemphis; Memphis, Northern (TN, KY); Hybrid; USD 38,000 - 47,000; Full time

Job summary

Raymond James’ Asset Management Services division seeks a Client Services Representative to act as a liaison between branches and the home office, assisting clients with inquiries and facilitating issue resolution. This hybrid role requires strong communication and organization, with a 3-day-per-week in-office expectation and a training period to build familiarity with policies and procedures.

The position emphasizes customer service excellence, collaboration across departments, and adherence to

Qualifications

• Bachelor’s in Accounting or equivalent education required.
• High School diploma required.
• General experience of 4–6 months.

Responsibilities

• Responds to inquiries or complaints received by phone or email.
• Researches requests and gathers information from policies or procedures.
• Coordinates resolution with departments and informs customers of progress.
• Follows up to ensure customer satisfaction and adherence to policies.
• Acts as liaison between clients and the company.
• Provides feedback to sales, QA, and product management.
• Prepares reports or summaries for review as needed.
• Recommends changes to existing policies and procedures.
• May mentor less experienced representatives.
• Performs other duties as assigned.

Skills

Customer service

Communication skills

Multitasking

Problem-solving

Education

Bachelor’s in Accounting

High School Diploma

Tools

MS Office Suite

Job description

Raymond James’ Asset Management Services division seeks a Client Services Representative to act as a liaison between branches and the home office, assisting clients with inquiries and facilitating issue resolution. This hybrid role requires strong communication and organization, with a 3-day-per-week in-office expectation and a training period to build familiarity with policies and procedures.

The position emphasizes customer service excellence, collaboration across departments, and adherence to