Client Services Representative | Asset Management Services

100 Raymond James & Associates, Inc.; United States; Hybrid; USD 42,000 - 62,000; Full time

Job summary

Raymond James is seeking a Client Services Representative to act as the liaison between branches and the home office in a hybrid work arrangement. The role requires handling inquiries, resolving issues, and coordinating with multiple departments from our Memphis area offices.

The ideal candidate will have a Bachelor’s in Accounting or equivalent, 4–6 months of general experience, and strong communication and organization skills to ensure timely, accurate client service.

Qualifications

• Customer service experience handling inquiries and resolving issues.
• Strong written and verbal communication skills.
• Ability to organize workload and meet deadlines.
• Familiarity with office software and reporting tools.

Responsibilities

• Respond to client inquiries and complaints via phone and email.
• Review and research requests to gather necessary information from policies and procedures.
• Coordinate resolution with relevant departments and inform customers of progress.
• Follow up to ensure customer satisfaction and adherence to policies.
• Provide feedback to sales, QA, and product management and assist with reports.

Skills

Customer service

Communication skills

Problem solving

Time management

Education

Bachelor's degree in Accounting

High School Diploma

Tools

Microsoft Office

Excel

Databases

Job description

Job Description Summary

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our corporate offices in Memphis, TN.

Schedule: Monday - Friday 10:30 am to 7:00 pm CST

Training Schedule : Monday - Friday 8:00 am to 4:30 pm CST 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, High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.