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Posted: Friday, September 1, 2017 1:11 AM

Job Description Successful independent office of Raymond James Financial Services seeks a highly motivated Client Service Representative to perform a variety of operational and clerical duties while meeting a high quality standard of customer service This position includes a significant amount of client contact and is a pivotal role in reinforcing the long term relationships we seek to have with our clients Our office is close knit and supportive giving the right candidate the chance to work alongside people who are passionate about serving our clients and our community Responsibilities Consistently maintain a high standard of customer service Preserve client confidentiality Prepare paperwork for operations such as opening client accounts Coordinate the client meeting process from scheduling meetings to following up Assist clients in account management such as issuing checks transferring cash or assets paying fees and answering questions Handle phone calls and reception duties Document client requests and conversations in CRM system Communicate with the home office of Raymond James as needed Maintain compliance records with Raymond James Office operations such as filing copying scanning opening and disbursing mail etc Special projects as assigned by the financial advisors Qualifications College graduate preferred Financial services industry experience preferred but not required Pleasant professional demeanor Strong verbal and written communication skills Strong mathematical and analytical skills Ability to multi task and prioritize projects client needs and office procedures Must consistently follow processes and follow issues through to resolution Competent with and comfortable using computers Proficiency with Microsoft Word Excel and Outlook Ability to become proficient with other software tools such as OneNote Junxure Raymond James proprietary systems Portfolio Center and E money Demonstrates responsible personal financial habits with a clean financial history Starting compensation to or higher with financial services experience Benefits paid vacation weeks and a SIMPLE IRA retirement plan are offered Learn more about us at http www raymondjames com douglasgross


• Location: Ann Arbor

• Post ID: 39011257 annarbor is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017