Client Services Representative | Asset Management Services

Raymond James

Saint Petersburg, FL, US
Hybrid
Client support services
Researching and resolving issues
Interacting with internal customers
Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues

Job Summary

  • Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues.
  • Acts as the liaison between branches and the home office, assisting clients with processing inquiries and facilitating the resolution of any issues that arise.
  • Raymond James fosters a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates.

Matching Summary

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues.

Skills & Requirements

Must-have

  • Client support services
  • Researching and resolving issues
  • Interacting with internal customers
  • Processing client inquiries
  • Responding to inquiries via phone and email

Nice-to-have

  • Guiding behaviors
  • People-first culture
  • Continuous evolution of the firm
  • Authentic selves

Key Requirements

  • 4 to 6 months general experience
  • High School (HS) or Bachelor's degree
  • Hybrid work model

Work Rights

Not specified

Tailored Resume

Cover Letter