Senior Client Service Position Available In Pinellas, Florida

• Job Description

• Job Summary:

• Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects.

May train or lead the work of other associates or supervise highly routine work. Detailed instructions and established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Recommends solutions to moderately complex problems. Provide support and assistance on projects and job functions within the department. Associate will be responsible for assisting department training including the maintenance of the department training tools.

• Essential Duties and Responsibilities:

• + Monitors workflows to ensure assignments are completed in an accurate and timely manner.

+ Provide support and direction to incoming callers regarding operational requirements, processes, policies and time frames. + Facilitate training of associates and provide education to branch associates on the use of applications and system enhancements. + Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems. + Demonstrate department procedures and functionality to visiting branch and home-office support staff. + Provide and/or coordinate cross-training, coaching and mentoring. Serve as a back-up in cross-functional responsibilities during absences. + Assist in research, develop, revise and maintain department on-line training manual as needs dictates. + Assist with the implementation of new ideas to increase job performance and production. + Monitor and resolve issues related to regulations regarding client accounts, to identify potential problems or status of high risk accounts and situations. + Provide input to supervisor regarding prioritization of assignments on a regular basis. + Prepares written recaps, reports and spreadsheets for special projects and submits to management for review. + Initiates efficiency and productivity improvements. + Performs other duties, special projects and responsibilities as assigned.

• Knowledge of:

• + Operations and systems of assigned functional area. + Basic customer operations and financial industry knowledge. + Basic accounting concepts and principles. + Basic investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.
• Skill in:
• + Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.

+ Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel. + Identifying and resolving operational issues. + Numerical aptitude and critical thinking sufficient to solve operational problems. + Analyzing operational processes and identifying opportunities for improvement. + Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

• Ability to:
• + Lead the work of others and provide cross-training, coaching and mentoring.

+ Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Partner with other functional areas to accomplish objectives. + Attend to detail while maintaining a big picture orientation. + Read, comprehend and apply business-related information. + Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without benefit of formal organizational authority. + Interpret and apply policies and identify and recommend changes as appropriate. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Communicate effectively, both orally and in writing. + Work independently as well as collaboratively within a team environment. + Serve as a role model and provide a high level of customer service + Establish and maintain effective working relationships at all levels of the organization.

• Educational/Previous Experience Requirements:

• + High School diploma or equivalent with at least three (3) years of customer service experience. ~or~ + An equivalent combination of education, experience and/or training approved by Human Resources.
• Education

•

Bachelor’s:

Business Administration, Bachelor’s:

Finance

• Work Experience
• General Experience – 7 to 12 months
• Certifications
• Travel
• Less than 25%
• Workstyle
• Resident 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. #LI-AT1