Senior Client Services Associate - RJ Bank

** Essential Duties and Responsibilities*
* + Assists in monitoring team workflows to ensure assignments are completed in an accurate and timely manner.

+ Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.

+ Responsible for opening new deposit accounts

+ Facilitates training of associates and provide education to branch associates on the use of applications and system enhancements.

+ Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems.

+ Demonstrates department procedures and functionality to branch and home-office support staff.

+ Provides and/or coordinates cross-training, coaching and mentoring. Serve as a back-up in cross-functional responsibilities during absences.

+ Assists in research; develop, revise and maintain department on-line training manual as needs dictate.

+ Provide and assist in  implementing new ideas to increase job performance and production.

+ Assist in monitoring and resolving issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and situations.

+ Provides input to supervisor regarding prioritization of assignments on a regular basis.

+ Prepares written recaps, reports and spreadsheets for special projects and submits to management for review.

+ Processes and follows up on client documentation for proper maintenance of accounts.

+ Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

+ Initiates efficiency and productivity improvements.

+ Creates and maintains records and files.

+ Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

+ Performs other duties, special projects and responsibilities as assigned.

** Knowledge of*
* + Operations and systems of assigned functional area.

+ Advanced customer operations and financial industry knowledge.

+ Advanced accounting concepts and principles.

+ Advanced investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.

+ Financial markets and products.

** Skill in*
* + Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.

+ Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.

+ Identifying and resolving operational issues.

+ Numerical aptitude and critical thinking sufficient to solve operational problems.

+ Analyzing operational processes and identifying opportunities for improvement.

+ Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

** Ability to*
* + Navigate stressful situations and provide a high level of customer service in a calm and professional manner.

+ Partner with other functional areas to accomplish objectives.

+ Attend to detail while maintaining a big picture orientation.

+ Read, comprehend and apply business-related information.

+ Interpret and apply policies and identify and recommend changes as appropriate.

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organization levels.

+ Research and analyze account information.

+ Work independently as well as collaboratively within a team environment.

+ Serve as a role model and provide a high level of customer service

+ Establish and maintain effective working relationships at all levels of the organization.