Client Services Representative

MUST HAVES:

• 2-3 years of recent customer service experience, ideally from a call center
• Strong Microsoft Office (excel, word, outlook)
• Banking/financial experience preferred but not required
• Customer Service Skills HUGE!!

Training will last 1-2 weeks. The CSR's will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. They will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios.

Performance Monitoring Management will randomly listen in on calls to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all necessary steps were taken such as verifying the caller's identify before proceeding, etc.), documentation/accuracy, call time, etc. Jason stated that their department focuses more on quality rather than quantity.

• Responsible for answering inbound calls from clients, while providing exceptional customer service
• Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
• Document call activity using Raymond James' proprietary system (they will be expected to document while on the phone with the customer)
• Perform various duties as assigned by management
• Respond to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
• Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
• Coordinates problem resolution with appropriate departments
  
  Informs customers of standard procedures or resolution of problem
• Follows up, either verbally or in writing, to ensure customer satisfaction
• Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies

This is a Contract position based out of Memphis, TN.

The pay range for this position is $26.51 – $26.51/hr.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Memphis, TN.

This position is anticipated to close on Jun 19, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.