Hybrid Client Services Associate - Asset Management

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision benefits

Retirement savings plan

Job summary

Raymond James & Associates, Inc. in Memphis, TN seeks a Client Services Representative to act as a liaison between branches and the home office under a hybrid schedule.

Schedule includes 3 days in the office and training from 8:00 am to 4:30 pm CST for eight weeks. You will respond to inquiries, assist clients with processing, and coordinate problem resolution while maintaining policy adherence and delivering courteous service.

Qualifications

• Written and verbal communication skills to interact with clients and internal stakeholders.
• Ability to organize and prioritize workload to meet deadlines.
• Provide courteous, timely service addressing client issues and transactions.

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.

Skills

Written communication

Verbal communication

Time management

Customer service

Education

Bachelor’s in Accounting

High School diploma

Job description

Raymond James & Associates, Inc. in Memphis, TN seeks a Client Services Representative to act as a liaison between branches and the home office under a hybrid schedule.

Schedule includes 3 days in the office and training from 8:00 am to 4:30 pm CST for eight weeks. You will respond to inquiries, assist clients with processing, and coordinate problem resolution while maintaining policy adherence and delivering courteous service.