Client Service Representative | Southfield, MI | 9am-6pm ET

Client Service Representative

Hybrid Work Environment : This position follows our hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office. Hours : Monday-Friday | 9am-6pm ET Occasional weekend work (1 weekend day assigned every 6-7 weeks). This extra day will be considered and compensated as overtime. As a Client Service Representative, you will be a key point of contact, providing responsive and knowledgeable support to Clients and Financial Advisors. You'll assist in researching and resolving escalated client issues, ensuring timely and accurate solutions. This role involves frequent interaction with internal teams and requires strong communication skills, attention to detail, and the ability to recommend effective resolutions to moderately complex problems. Your commitment to delivering exceptional service will help strengthen client relationships and support overall business success.

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.

Skills :

Education : High School (HS) (Required)

Work Experience : General Experience - 13 months to 3 years

Certifications : None Required

Travel : Less than 25%

Workstyle : Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.