Client Services Representative | Asset Management Services

Raymond JamesMemphis, Tennessee

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Overview

Schedule

Alternate-schedule

Full-time

Education

CPA

Career level

Entry-level

Remote

Hybrid remote

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Job Description Summary

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Memphis, TN.

Schedule: Monday- Friday 10:30 am to 7:00 pm CST

Training Schedule: Monday- Friday 8:00 am to 4:30 pm CST for approximately 8 weeks.

As a Client Services Representative, you will work under general supervision to act as the liaison between branches and the home office. Your responsibilities will include assisting clients with processing inquiries and facilitating the resolution of any issues that arise.

Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors. These offerings cover a wide range of activities designed to help clients grow and preserve their assets through various investment strategies, market research, and professional management.

Essential Duties and 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.
May compile information, prepare reports or summaries, and submit for review.
Recommends changes to existing policies and procedures.
May provide guidance to less experienced representatives.
Performs other duties and responsibilities as assigned.

In-Depth Knowledge of

Company policies, procedures, practices, products, and services.
Operations, procedures, and policies.

Skill in

Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Written and verbal communication skills sufficient to interact effectively with external and internal clients.

Ability to

Organize and prioritize workload to meet deadlines.
Provide courteous, timely service when addressing client issues and transactions.
Use good judgment in responding to complex client issues.
Coach staff on client services issues.

Licenses/Certifications

None required.

Education

Bachelor’s: Accounting, High School (HS) (Required)

Work Experience

General Experience- 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 sameWork with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mindTake 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.

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FAQs About Client Services Representative | Asset Management Services Jobs at Raymond James

What is the work location for this position at Raymond James?

This job at Raymond James is located in Memphis, Tennessee, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Raymond James?

Employer has not shared pay details for this role.

What employment applies to this position at Raymond James?

Raymond James lists this position under the following employment categories:

Alternate-schedule
Full-time

What experience level is required for this role at Raymond James?

Raymond James is looking for a candidate with "Entry-level" experience level.

What education level is required for this job?

The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by Raymond James for this role?

Raymond James offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, Parental and Family Leave, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Raymond James?

You can apply for this role at Raymond James either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.