Client Services Representative - Fulfillment & Close

Raymond James; Saint Petersburg (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James in Saint Petersburg, FL seeks a Client Services Representative – Fulfillment & Close to review Private Banking loan documents with precision and professional service for clients and partners.

You will collaborate with relationship managers, portfolio managers, counsel, compliance, and other internal teams to ensure accurate document preparation, timely processing, and a premier client experience through every engagement.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred.
• Strong analytical and attention to detail in loan documentation.
• Excellent interpersonal and communication skills.

Responsibilities

• Have a working knowledge of all documents reviewed for new and existing loans.
• Ensure proper documents prepared accurately based on supporting documentation.
• Work closely with Private Bank Fulfillment and Production Teams to support client requests.
• Partner with relationship managers, inside sales, portfolio managers, counsel, compliance, borrowers, and others involved in loan documentation.
• Provide premier client experience with keen attention to detail across client engagements.
• Collaborate with other teams to enhance current processes.
• Participate in assigned projects.

Skills

Attention to detail

Interpersonal skills

Communication skills

Analytical thinking

Prioritization

Teamwork

Fast-paced environment adaptability

Education

Bachelor’s Degree

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

Microsoft Office

Job description

Job Description SummaryThe Client Services Representative – Fulfillment & Close position is responsible for the quality review of documents for the Private Banking loan process and provides exemplary service and support to our clients and internal partners. The job is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, and all other authorized parties affiliated with Private Banking loan documentation in order to deliver a premier client experience.

Job Description SummaryThe Client Services Representative – Fulfillment & Close position is responsible for the quality review of documents for the Private Banking loan process and provides exemplary service and support to our clients and internal partners. The job is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, and all other authorized parties affiliated with Private Banking loan documentation in order to deliver a premier client experience.

Job Description

Primary Functions of the Position:

• Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
• Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
• Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Education And Experience Requirements

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Essential Skills And Abilities

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Resident

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.