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Client Service Representative | Southfield, MI | Memphis, TN

Job in Memphis, Shelby County, Tennessee, 38111, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support
Job Description & How to Apply Below
Position: Client Service Representative | Southfield, MI | Memphis, TN | 9am-6pm ET
** Responsibilities:*
* + Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.

+ Carry out standard customer service activities and handle customer inquiries relating to account activity.

+ Assisting callers with technical questions regarding online access.

+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Maintain files and records.

+ Organize own work schedule each day in line with changing priorities.

+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

** Skills** :

+ Take ownership of complex client inquiries using critical thinking to find an appropriate resolution.

+ Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

+ Supports business processes by applying an understanding and effective use of standard office equipment and standard software packages.

+ Develop appropriate plans or perform necessary actions based on recommendations and requirements.

+ Ensure every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.

+ Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.

+ Plan, organize, prioritize and oversee activities to efficiently meet business objectives.

+ Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

+ Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.

+ Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

+ Applies understanding of the business environment and objectives to develop solutions under supervision.

+ Meet high customer service standards.

+ Understand and effectively operate all customer management systems.

+ Perform data analysis for use in reports to help guide decision making.

+ Select, deploy and get the best results from the most appropriate office system.
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