Client Services Representative | Asset Management Services
Core
Liaison between branches and home office, assisting clients with inquiries and facilitating issue resolution for asset management services.
Role type
Client Services Representative
Builds
Client support and issue resolution workflows for Raymond James financial advisors
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
phone communication, email communication, policy research, problem resolution coordination, report compilation, data entry, office equipment operation
Preferred skills
coaching staff, policy recommendation, workload prioritization
Technologies
standard office equipment, required software applications, spreadsheets, databases
Responsibilities
Respond to client inquiries and complaints via phone and email; Research requests using company policies and procedures; Coordinate problem resolution with appropriate departments; Follow up to ensure customer satisfaction; Provide feedback to sales, quality assurance, and product management; Compile information and prepare reports; Recommend changes to existing policies and procedures; Guide less experienced representatives
Seniority
Entry-level, general supervision