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Client Service Associate
Job in
Louisville, Jefferson County, Kentucky, 40287, USA
Listed on 2026-01-06
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
* - 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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