Senior Client Services & Training Lead

Raymond James & Associates; Saint Petersburg (FL); On-site; USD 40,000 - 52,000; Full time

Job summary

Raymond James & Associates in Saint Petersburg, FL seeks an Associate to assist with the management of an assigned functional area, collaborating with management to identify efficiency opportunities and support department training. The role involves routine supervision, training others, and handling client-related tasks with accuracy.

The position requires strong attention to detail and excellent communication, with a focus on resolving issues, maintaining records, and contributing to process

Qualifications

• General Experience - 7 to 12 months.

Responsibilities

• Monitors team workflows to ensure assignments are completed accurately and timely.
• Provides support and direction to incoming callers regarding requirements, processes, policies and timeframes.
• Open new deposit accounts.
• Facilitates training of associates and educates branch associates on applications and system enhancements.
• Extensive contact with internal customers and external contacts to identify, research, and resolve problems.
• Demonstrates procedures and functionality to branch and home-office staff.
• Cross-training, coaching and mentoring; act as back-up in cross-functional duties.
• Research; update and maintain department on-line training manual as needed.
• Assist in implementing new ideas to increase job performance and production.
• Monitor and resolve issues related to client accounts and high-risk situations.
• Prepare recaps, reports and spreadsheets for special projects.

Skills

Detail orientation

Customer service

Communication skills

Problem solving

Multi-tasking

Team collaboration

Job description

Raymond James & Associates in Saint Petersburg, FL seeks an Associate to assist with the management of an assigned functional area, collaborating with management to identify efficiency opportunities and support department training. The role involves routine supervision, training others, and handling client-related tasks with accuracy.

The position requires strong attention to detail and excellent communication, with a focus on resolving issues, maintaining records, and contributing to process