Client Service Associate - Rjb

Raymond James

Remote
**
Client account establishment and maintenance
Problem resolution and document processing
Branch operational support
** Raymond James is seeking a Client Service Associate to manage client accounts and provide operational support in a remote setting. The ideal candidate will possess strong communication skills, basic knowledge of financial operations, and the ability to handle high volumes of customer inquiries effectively. **

Job Summary

  • Under general supervision, uses skills obtained through experience and training to administer the establishment and maintenance of new and existing client accounts.
  • Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.
  • 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.

Matching Summary

Match Score: 75

** Raymond James is seeking a Client Service Associate to manage client accounts and provide operational support in a remote setting. The ideal candidate will possess strong communication skills, basic knowledge of financial operations, and the ability to handle high volumes of customer inquiries effectively. **

Skills & Requirements

Must-have

  • Client account establishment and maintenance
  • Problem resolution and document processing
  • Branch operational support
  • Customer service in fast-paced environment

Nice-to-have

  • Input on efficiency improvements
  • Cross-functional support
  • Adaptability to changing priorities

Key Requirements

  • 4 to 6 months general experience
  • Basic customer operations knowledge
  • Basic financial industry knowledge
  • Basic accounting concepts
  • Basic investment concepts

Work Rights

Not specified

Tailored Resume

Cover Letter