Client Service Liaison II
Company Name:
Raymond James
Title: Client Service Liaison II
Location: TN-Memphis-Memphis
Other Locations:
Job
Summary:
Under limited supervision, use intermediate knowledge and skills obtained through experience and training to provide professional service and accurate responses to client account inquiries in a timely manner. Serve as the liaison for branch support staff and Financial Advisors.
Essential Duties and
Responsibilities:
Act as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.
Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.
Review account documentation, approve, establish, and maintain accounts.
Follow set procedures in processing applications, checks, and debit cards.
Assist in introducing and marketing products among the sales force and branch support associates.
Monitor in-house daily reports as necessary.
Assist in researching advanced and complex business issues.
Occasionally provide backup for loss prevention transactions.
Complete special projects as assigned.
Assist in orienting and training new associates.
Cross-train on all job functions within the department.
Perform other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Knowledge of:
Basic concepts, principles and practices of excellent customer service.
General office practices and procedures.
Comprehensive knowledge of Raymond James products.
Skill in:
Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
Proficient in Raymond James in-house systems and vendor systems.
Problem solving skills sufficient to effectively analyze, research and resolve issues.
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Ability to:
Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.
Provide a high level of customer service.
Research and resolve problems in a timely manner.
Assist in the training and support of new department associates.
Attend to detail.
Work in a fast-paced environment with frequent interruptions and changing priorities.
Educational/Previous Experience Requirements:
High School diploma or equivalent and minimum two (2) to four (4) years experience in business and/or customer service.
or
Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
None Required.Operations
Organization: Customer OperationsEstimated Salary: $20 to $28 per hour based on qualifications.
Raymond James
Title: Client Service Liaison II
Location: TN-Memphis-Memphis
Other Locations:
Job
Summary:
Under limited supervision, use intermediate knowledge and skills obtained through experience and training to provide professional service and accurate responses to client account inquiries in a timely manner. Serve as the liaison for branch support staff and Financial Advisors.
Essential Duties and
Responsibilities:
Act as liaison between the branches and operations in all aspects involving client accounts as well as host visitors when necessary.
Extensive client interaction via phone and written documents with home office, branches, clients and vendors in resolving complex issues that require in-depth research.
Review account documentation, approve, establish, and maintain accounts.
Follow set procedures in processing applications, checks, and debit cards.
Assist in introducing and marketing products among the sales force and branch support associates.
Monitor in-house daily reports as necessary.
Assist in researching advanced and complex business issues.
Occasionally provide backup for loss prevention transactions.
Complete special projects as assigned.
Assist in orienting and training new associates.
Cross-train on all job functions within the department.
Perform other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Knowledge of:
Basic concepts, principles and practices of excellent customer service.
General office practices and procedures.
Comprehensive knowledge of Raymond James products.
Skill in:
Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
Proficient in Raymond James in-house systems and vendor systems.
Problem solving skills sufficient to effectively analyze, research and resolve issues.
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Ability to:
Communicate information orally and written in a clear and effective manner sufficient to interact with internal associates and external contacts at all levels.
Provide a high level of customer service.
Research and resolve problems in a timely manner.
Assist in the training and support of new department associates.
Attend to detail.
Work in a fast-paced environment with frequent interruptions and changing priorities.
Educational/Previous Experience Requirements:
High School diploma or equivalent and minimum two (2) to four (4) years experience in business and/or customer service.
or
Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
None Required.Operations
Organization: Customer OperationsEstimated Salary: $20 to $28 per hour based on qualifications.
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