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Raymond James · 11 hours ago

Client Services Representative

Southfield, MI

Contract

Hybrid

Entry Level

$19.88/hr - $26.51/hr

2+ years exp

Raymond James is seeking a Client Services Representative to support their Client Services team. This role involves being the main point of contact for clients, managing inquiries, and ensuring customer satisfaction through effective communication and problem resolution.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

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)

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

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

Qualification

Customer service experienceCommunication skillsMicrosoft WordMicrosoft OutlookBasic ExcelTyping speed 40 WPMDual monitors experienceBanking industry experience

Required

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)

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

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

Must possess 2-3 years of recent customer service experience, ideally from a call center

Must have the ability to type and be on the phone at the same time

Ability to navigate through numerous systems at once

Experience using dual monitors

Proficient user with Microsoft Word, Outlook, and basic Excel

Ability to type at least 40 WPM

Exceptional customer service skills; easy to understand