Raymond James Financial Services Customer Service Specialist
: Job Details :

Job Type Full-timeDescriptionMAJOR FUNCTION:Proactively support financial advisors and assist with efficient and high-quality client service. Coordinate and perform a range of support and operational responsibilities.RESPONSIBILITES:

Assist financial advisors with client service, ad hoc requests and marketing efforts

Prepare reports by performing basic information gathering and analysis as directed

Manage Branch Touchpoints system to ensure timely customer contacts and reviews

Complete workflow tasks for client review meetings

Review available RJFS marketing materials and initiate creative opportunities for client correspondence

Stay up to date and trained on latest available technology available from RJ

Handle incoming client service requests in a friendly and timely manner

Cross train on other operational functions and perform back-up in these areas as needed

Coordinate meetings, events, and appointments

Assist in planning and coordinating various client events

Document all client activity and notes for proper relationship management using CRM

Attend various training sessions as necessary

Staff is required to be flexible with their weekly hours due to workflow and other unique situations that may arise

Complete all initial and annual training requirements as outlined by ASBT and RJFS

Interact daily on the phone, in person and electronically with prospective and existing clientele

Perform all other duties as required, consistent with the goals, objectives and responsibilities of the department

RequirementsQUALIFICATIONS:

Bachelor's Degree, or equivalent experience in financial, accounting or marketing industries

Working knowledge of investment concepts, practices and procedures used in the securities industry preferred

Ability to conduct relationships with co-workers, customers, the community and overall public in a manner which will enhance the bank's image and comprehensive marketing effort

Strong initiative, willingness to learn, hardworking and positive attitude

Strong ability to work independently

Ability to manage multiple priorities in a deadline driven environment

Attention to detail, organization, and time management

Ability to closely monitor details and ensure that reports, correspondence and databases are accurate

Desire to be a part of a continuous learning environment, incorporating feedback and adapting to changes

Building meaningful connections and long-lasting relationships with clients

Excellent verbal and written communication skills

Proficiency with Microsoft Office Suite

PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is required to stand and walk. Specific vision abilities required by this job include close vision and ability to adjust focus. Some research may be involved which would require the employee to be mobile to access copy machines and various files located throughout the bank.