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Raymond James · 16 hours ago

Client Services Representative

Memphis, TN

Contract

Onsite

Entry Level

$19.88/hr - $26.51/hr

2+ years exp

Raymond James is a financial services company, and they are seeking a Client Services Representative to support their Client Services team in Memphis, TN. The role involves providing exceptional customer service by answering client inquiries and resolving issues related to the bank's products or services.

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

Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies

Qualification

Customer service experienceVerbal communication skillsWritten communication skillsMicrosoft WordMicrosoft OutlookBasic ExcelTyping speed 40 WPMUse dual monitorsNavigate systemsExperience in banking industry