Client Services Representative

Raymond James; Southfield (MI); Hybrid; USD 27,386 - 36,520; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

A financial services firm is seeking a Client Services Representative to support their Client Services team. This role involves answering inbound client calls, resolving inquiries, and providing exceptional customer service. Ideal candidates will have 2-3 years of customer service experience and proficiency in Microsoft Office. The position is hybrid, requiring local candidates from Southfield, MI, and offers a pay range of $19.88 to $26.51 per hour. Benefits include medical, dental, vision, and 401K.

Qualifications

• 2-3 years of recent customer service experience, ideally from a call center.
• Ability to type and be on the phone simultaneously.
• Navigational skills in various systems.

Responsibilities

• Answer inbound calls from clients, providing exceptional customer service.
• Resolve general inquiries such as username/password resets.
• Document call activity using the proprietary system.

Skills

Customer service experience

Typing skills

Microsoft Word

Microsoft Outlook

Basic Excel

Communication skills

Problem-solving

Education

High School Diploma or equivalent

Job description

Client Services Representative – Raymond James

Join to apply for the Client Services Representative role at Raymond James.

This range is provided by Raymond James. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay Range

$26.51/yr - $26.51/yr

Job Summary

The Client Services Representative will be responsible for supporting the Client Services team. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists of RJ branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc. Candidates local to Southfield, MI will be considered for this hybrid schedule.

Essential Duties and Responsibilities

• Responsible for answering inbound calls from clients, while providing exceptional customer service
• Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
• Document call activity using Raymond James' proprietary system (they will be expected to document while on the phone with the customer)
• Respond to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
• Review and research requests or problems obtaining necessary information from policies, procedures or practices
• Coordinate problem resolution with appropriate departments
• Inform customers of standard procedures or resolution of problem
• Follow up, either verbally or in writing, to ensure customer satisfaction

Knowledge, Skills, and Abilities

• Determine best method to resolve problems to ensure customer satisfaction and adherence to company policies
• Must possess 2-3 years of recent customer service experience, ideally from a call center
• Must have the ability to type and be on the phone at the same time
• Ability to navigate through numerous systems at once
• Experience using dual monitors
• Proficient user with Microsoft Word, Outlook, and basic Excel
• Ability to type at least 40 WPM
• Exceptional customer service skills; easy to understand
• Excellent verbal and written communication skills; ability to use proper grammar and spelling
• Experience within the banking or financial services industry is preferred but not required
• Minimum of a High School Diploma or equivalent

This is the pay range that Magnit reasonably expects to pay for this position: $19.88/hour - $26.51/hour

Benefits: Medical, Dental, Vision, 401K