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. Asset Management Services, a Raymond James & Associates division, provides comprehensive asset management services and products for Raymond James financial advisors. These offerings cover a wide range of activities designed to help clients grow and preserve their assets through various investment strategies, market research, and professional management. 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. Responsibilities Responds 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. Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or the resolution of problems. Follows up, either verbally or in writing, to ensure customer satisfaction. Determines the best method to resolve problems to ensure customer satisfaction and adherence to company policies. Acts as a liaison between clients and the company. Provides feedback to sales, quality assurance, and product management. May compile information, prepare reports or summaries, and submit for review. Recommends changes to existing policies and procedures. May provide guidance to less experienced representatives. Performs other duties and responsibilities as assigned. Qualifications In-Depth Knowledge of Company policies, procedures, practices, products, and services. Operations, procedures, and policies. Skill in 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. Ability to 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. Licenses/Certifications: None required. Education: Bachelor’s in Accounting, High School (HS) (Required). Work Experience: General Experience – 4 to 6 months. Certifications: None required. Travel: Less than 25%. Workstyle: Hybrid. Compensation and Benefits 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. To view more details of the benefits offered, visit Myrjbenefits.com. Equal Employment Opportunity The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr