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Client Service Associate

Job in Louisville, Jefferson County, Kentucky, 40287, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Entertainment & Gaming
    Customer Service Rep
Job Description & How to Apply Below
** Responsibilities*
* - Carry out standard client service activities and handle simple client inquiries.

- Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.

- Greet clients (on incoming calls or in store) and engage them in conversation to build rapport.

- Assess compliance with established standards and protocols for parts of routine inquiries.

- Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

** Skills*
* - Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.

- Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.

- Deliver required services to clients to the required standards.

- Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs.
Position Requirements
10+ Years work experience
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