Client Service Representative
| Company | Raymond James Financial |
|---|---|
| Location | Southfield, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Strong communication skills
- Critical thinking
- Ability to navigate customer conversations
- Understanding and effective operation of customer management systems
- Data analysis skills
Responsibilities
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
- Carry out standard customer service activities and handle customer inquiries relating to account activity.
- Assisting callers with technical questions regarding online access.
- Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
- Maintain files and records.
- Organize own work schedule each day in line with changing priorities.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Preferred Qualifications
-
No preferred qualifications provided.