Client Services Representative | Asset Management Services

Job Description Summary

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Memphis, TN.

Schedule: Monday
- Friday 10:30 am to 7:00 pm CST

Training

Schedule:

Monday
- Friday 8:00 am to 4:30 pm CST for approximately 8 weeks.

As a Client Services Representative, you will work under general supervision to act as the liaison between branches and the home office. Your responsibilities will include assisting clients with processing inquiries and facilitating the resolution of any issues that arise.

Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors.

• Respond to inquiries or complaints received primarily from phone calls, but also some emails.
• Review and research requests or problems obtaining necessary information from policies, procedures, or practices.
• Coordinate problem resolution with appropriate departments; inform customers of standard procedures or resolutions.
• Follow up, either verbally or in writing, to ensure customer satisfaction.
• Determine the best method to resolve problems to ensure customer satisfaction and adherence to company policies.
• Act as a liaison between clients and the company.
• Provide feedback to sales, quality assurance, and product management.
• Compile information, prepare reports or summaries, and submit for review.
• Recommend changes to existing policies and procedures.
• Provide guidance to less experienced representatives.
• Perform other duties and responsibilities as assigned.

• Company policies, procedures, practices, products, and services.
• Operations, procedures, and policies.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Written and verbal communication skills sufficient to interact effectively with external and internal clients.

• Organize and prioritize workload to meet deadlines.
• Provide courteous, timely service when addressing client issues and transactions.
• Use good judgment in responding to complex client issues.
• Coach staff on client services issues.

• None required.

Bachelor’s:
Accounting, High School (HS) (Required)

General Experience - 4 to 6 months

(None specified)

Less than 25%

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.