Client Services Representative (Need Local to St Pete, FL)

Job Description

Note: Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in their seat logged in at 9 AM) Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period.

Technical Skills:

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• Must possess 2-3 years of recent customer service experience, ideally from a call center.
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• Must be able to type while on the phone.
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• Ability to navigate numerous systems simultaneously
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• Experience using dual monitors
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• Proficient user with Microsoft Word, Outlook, and basic Excel
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• Ability to type at least 40 WPM
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• Exceptional customer service skills; easy to understand
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• Excellent verbal and written communication skills, including proper grammar and spelling
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• Experience within the banking or financial services industry is preferred but not required
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Responsibilities

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