Dieses Stellenangebot ist nicht mehr verfügbar
Client Service Associate - RJB
Raymond James Financial, Inc.
- Saint Petersburg, Colorado, United States
- Saint Petersburg, Colorado, United States
Über
+ Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.
+ Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.
+ Demonstrates department procedures and functionality to visiting branch and home-office support staff.
+ Serves as a back-up in cross-functional responsibilities during absences.
+ Provides suggestions and input on efficiency and productivity improvements.
+ Prepares required mailings to clients.
+ Learns and follows department policies, procedures and requirements.
+ May recommend changes to existing policies and procedures.
+ Performs other duties 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**
+ Operating standard office equipment and using required software applications to produce correspondence, reports, and electronic communications.
+ Interpersonal and communication(written and verbal) skills sufficient to interact with associates at all levels of the organizational as well as financial advisors and branch personnel.
+ Identifying and recommending solutions to operational issues.
+ Organization skills and attention to detail sufficient to handle high volumes of phone calls requiring quick analytical and supportive responses.
**Ability to**
+ Organize and prioritize workload to meet deadlines.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Use independent judgment on a variety of issues.
+ Constructively work under stress and pressure when faced with high volume and deadlines.
+ Provide courteous, timely service when addressing client issues and transactions.
+ Use good judgment in responding to client issues.
+ Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
+ Participate in on-the-job training and other learning activities to develop knowledge and regulatory compliance
+ Work independently as well as collaboratively within a team environment.
Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot wurde von einem unserer Partner veröffentlicht. Sie können das Originalangebot einsehen hier.